AVP, Trust & Wealth ManagementDowntown - Decatur, ILOverviewSalary Range $60,000.00 - $90,000.00 Salary Position Type Full TimeDescriptionLead with Excellence. Build trusted relationships. Shape long?term financial outcomes.At Hickory Point Bank & Trust, our Trust and Wealth Management team plays a critical role in helping clients protect, manage, and grow their assets across generations.
As an Assistant Vice President (AVP) of Trust and Wealth Management, you will serve as a trusted advisor while overseeing the administration and investment management of fiduciary and wealth management relationships.This is an opportunity to apply sound judgment, fiduciary expertise, and investment discipline while contributing to the growth and long?term success of our Trust and Wealth Management Department. In addition to managing a portfolio of fiduciary and wealth management accounts, the AVP partners closely with internal teams and supports business development efforts in the Decatur market.If you are energized by relationship management, fiduciary responsibility, and making a meaningful impact within a community bank, this role offers both responsibility and professional growth.What you'll do:Oversee trust administration with a strong focus on compliance and risk managementAssist with policy and procedure review and updates to ensure ongoing regulatory complianceAssist divisional leadership with Board and committee reporting as requestedSupport internal and external audits and regulatory examinations (FDIC, IDFPR)Prepare court accountings and related documentation for court?supervised accountsAssist with annual fiduciary income tax reporting and filingComplete Regulation 9 annual reviewsAct as discretionary investment manager for assigned accounts in accordance with client objectives, governing documents, and bank policyIdentify, cultivate, and develop new trust and wealth management relationshipsAssist with departmental initiatives and projects as needed to support client service and operational excellenceParticipate on the Bank's Trust Administrative Committee and Trust Investment CommitteePerform other duties as assigned to support the Bank's continued successWhat success looks like:Well?managed fiduciary accounts that align with governing documents, client objectives, and Bank policyStrong regulatory compliance, audit readiness, and risk managementTrusted client relationships built on professionalism, integrity, and serviceConsistent contribution to department growth and referral activityEffective collaboration with internal partners and the trust operations teamWe are seeking candidates who bring:Advanced knowledge of fiduciary administration, trust operations, and investment managementStrong understanding of regulatory requirements, risk management, and fiduciary best practicesAbility to analyze and interpret complex trust documents, wills, and court ordersExcellent written and verbal communication skills with the ability to explain complex concepts clearlyStrong organizational skills with the ability to manage multiple priorities in a deadline?driven environmentHigh degree of integrity, professionalism, and discretionService?oriented mindset with demonstrated relationship?building and business development skillsAbility to work independently while collaborating effectively within a team environmentEducation and Experience:Minimum of four (4) years of experience in trust administration and/or wealth managementBachelor's degree preferred; completion of trust school and/or relevant industry certifications or designations strongly preferredLegal background or significant experience working with fiduciary legal documentation preferredPrior banking or financial services experience preferredExperience with trust accounting, portfolio management, and fiduciary software platforms preferredWhy Join Us?Competitive compensation aligned with experienceLeadership development and career growth opportunitiesStrong internal partnerships and collaborative cultureRobust benefits packageCommunity?centered organization with long?term stabilityEqual Opportunities StatementHickory Point Bank & Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.Salary DisclaimerThe salary range provided represents the anticipated starting pay for this position. Individual compensation is based on various factors, including but not limited to, role requirements and responsibilities, related experience, education, qualifications, and internal equity.Benefit PackageBenefits available for part-time positions include Paid Holidays, Paid Time Off, Volunteer Time, Bereavement Time, Employee Assistance Program, 401(k) Retirement Plan.
AVP, Trust & Wealth Management in decatur at Unknown Company
This position is listed as part time and onsite.