Trust Officer fiduciary Specialist Market Service Team

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Trust Officer (Fiduciary Specialist) Market Service Team
The candidate will read, interpret and apply trust document language to specific situations; making frequent distributions of cash or assets. Conduct comprehensive reviews of account activity and terms of all types of accounts following **MEMBERS ONLY**SIGN UP NOW***. policies/procedures. Provide the general administration for a book of assigned investment management and trust accounts. Perform fiduciary duties as an officer of the bank. Participate in less complex day to day activities associated with managing and controlling risk to the probate or trust accounts in compliance with governing document, bank policy and procedure as well as statutory and common law requirements. Administer client accounts in order to create, expand, and serve relationships. Identify customer needs and offer solutions. Review and analyze probate and administrative trust portfolios that require research, evaluation, and selection of alternatives and exercise independent judgment to guide medium risk deliverables. Set up, administer, terminate and distribute complex accounts of all types. Develop knowledge of investment strategies, objectives, and asset allocations. Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area. Mentor and provide work direction. Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals. Interact with internal and external customers. Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

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