Trust Officer

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To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the Bank West Trust Department.

• Effectively utilizes time to accomplish growth and profit objectives for the Trust Department.
• Generate new fee income.
• Develops and enhances customer financial relationships through a proactive financial check‑up and CRM (top-tier) program focused on both prospective and existing customers (Documented in Connections).
• Proactively contact top tier customers to ensure the attainment of retention goals; make both joint and solo business development calls on potential customers to solicit their business.
• Promote Bank West products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections.
• Oversee and perform administration of assigned Trust accounts per external regulatory and statutory guidelines and internal policies and procedures.

• Work as a team with departmental counterparts on planning and implementing assigned projects and products.
• Participate on various committees and project teams as deemed appropriate by management.
• Attend, actively participate in organization, job specific training offered, and Quality Service programs.
• Adhere to all applicable Policies and Procedures of Bank West organization.
• Community involvement is strongly encouraged.
• Other duties as assigned.

• Education:
  
  A Bachelor's Degree in a related field. Applicable experience and/or related certifications may be considered in lieu of degree.
• Attend and complete Wealth Management & Trust Schools, earn CTFA designation.
• Experience:
  
  2 years' experience in related field.
• Knowledge And Special
  
  Skills:
  • Knowledge of the operation and function of Trust services.
  • Knowledge of Bank West products and services.
  • Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
  • Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
  • Strong interpersonal skills to ensure effective communication with external and/or internal customers.
  • Knowledge of banking terminology and procedures.
  • Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
  • Adhere to Federal Privacy Standards in addition to following Bank West requirements for electronic communication and Social Engineering standards.
• Bank West is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing Bank West's presence in their markets as appropriate.

• Entry level

• Full-time

• Finance and Sales