Trust Officer

Job Description

The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) and MidFirst Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and insurance agents. Duties will include, but are not limited to:

Build multi-generational relationships with members to retain assets held in a trust;
Maintain awareness of emerging products and services and new developments in the industry;
Keep current on all laws and regulations related to the administration of trust accounts;
Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.);
Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;
Provide recommendations to management regarding changes to transaction processing and account maintenance;
Act as educator and mentor to MidFirst employees regarding trusts, estate and related areas

Requirements

Bachelor’s Degree, preferably in Finance or Business Administration
Deep connections to the community including a proven track record of building relationships
Intermediate/Advanced knowledge of trust and estate services and applicable laws
5+ years of working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
CTFA or other trust certification desirable
Working knowledge of Microsoft Office and Windows operating environment
Working knowledge of trust accounting and related systems
Proven business development skills
Advanced proficiency in verbal and written communication
Excellent attention to detail
Ability to be effective under pressure
Advanced ability to prioritize and multi-task
Ability to professionally interact with all levels of employees and clients
Ability to respect and hold confidential information
Effectively work independently as required
Establish priorities and follow through to completion
Dependable, cooperative, flexible