Sr Trust Officer-Team Leader

Sr. Trust Officer – Team Lead

Canandaigua National Trust Company Florida

Location:

Sarasota, FL

Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been building upon the upstate New York legacy of Canandaigua National Bank by providing a higher level of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet a variety of goals and objectives.

At Canandaigua National Trust Company of Florida, we realize that each customer has unique financial goals. We offer the friendly education and advice you need to accumulate, grow, and maintain the wealth necessary to achieve yours.

What truly separates us from larger financial services firms is our people--experienced, non-commissioned professionals who take the time to understand your needs and goals and offer the kind of personal service that builds long‑term relationships.

The Senior Trust Officer Team Lead at Canandaigua National Trust Company Florida (CNTF) is responsible for providing trust and estate services to customer relationships within the bank's market area, retaining business along with obtaining new business opportunities through existing clients and other centers of influence, achieving goals developed for the function as part of the CNB Wealth's annual operating plan, while ensuring compliance with various operating policies and procedures and various regulatory requirements.

This position is also responsible for providing team leadership and guidance to staff.

• Provides bank customers with complete trust services to include estates, personal trust, guardian ships, and any other appropriate fiduciary capacity.
• Responsible for directly servicing many of the most complex accounts and relationships within CNTF by utilizing both extensive industry knowledge and customer service experience.
• Serves as a subject matter expert for directed and delegated trusts, providing both direct service to complex accounts and guidance to other Trust Officers as requested.
• Provides guidance and counsel to Trust Officers and provides technical advice by leveraging extensive experience in the industry. Assists with problem solving within the department either by resolving them or recommending a course of action to those who are directly accountable. Actively pursues own ideas that may not be obvious to others (e.g. sees a different way of approaching a client/business matter and takes action by sharing ideas with those involved or are responsible for the outcome).
• As an integral team member, helps facilitate the ongoing relationship for the many Centers of Influence (COIs) that are key to the on‑going success of our Trust services. Manages these various relationships to both enhance current client relationships and to facilitate referrals of new clients.
• Analyzes and provides fiduciary interpretation of governing legal documents with particular regard to fiduciary responsibilities, investments and discretionary powers on assigned accounts; responsible for cash management to meet ongoing cash flow requirements, and anticipates and plans for tax liabilities.
• Commands an in‑depth knowledge of fiduciary and admin issues, and current developments both internally and externally; expertise is often sought by others. Maintains strong ability to interpret and apply terms of governing documents, including development of innovative and effective recommendations to Trust Admin Committee regarding the exercise of discretionary fiduciary powers in unusual or complex situations.
• Initiates and coordinates client meetings with each relationship and includes other team members or other professionals as necessary. Commands a detailed knowledge of key clients and their needs and circumstances including family, next generation, intermediaries and outsides advisors and proactively builds upon this knowledge. Answers client related questions from other team members.
• Confers with clients, beneficiaries, attorneys, and other interested parties as necessary over the life of the account to explain the bank’s role; resolves problems;…