Job Details

Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities. ESSENTIAL FUNCTIONS AND BASIC DUTIES Communicate with grantors, beneficiaries, co-trustees, and principals on a regular basis to develop and maintain positive relationships and outline administrative procedures. Review account balance sheets and consult with trust investment officer regularly to monitor account holdings. Review daily activity in accounts to ensure accuracy and monitor cash balances to provide for liquidity needs. Attend Trust Committee meetings. Prospect and develop new business opportunities with both existing and new clients. Build and maintain professional relationships with bank officers and legal and accounting professionals. Project and maintain the bank's professional image. Maintain a current knowledge of trust and investment laws and regulations. Assume responsibility for related duties as required and assigned. Keep management aware of ...Officer, Trust, Operations, Accounting, Banking, Business Services, Skills