VP, Trust Officer

Position Overview

Responsibilities will include providing complete administration of guardianship, estate, or trust accounts which may also include personal trust accounts, individual retirement accounts, investment management agencies, up to and including moderately complex situations. Represents the bank in contacts with customers, attorneys, beneficiaries and other related parties.

Qualifications

• Bachelor’s degree preferred; successful completion of Certified Trust and Financial Advisor program desired yet not required.
• Minimum of 5 years of estate or trust administration experience.
• Requires knowledge of guardianships, estates, personal trusts, IRAs, and investment management accounts.
• Exceptional verbal and written communication skills.
• Highly proficient in Microsoft Office Suite (Word, Outlook, Excel, etc.).

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Compensation

The estimated salary range for this role is $85,000 - $120,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.