Trust Officer

Trust OfficerThe Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA's, etc.) and MidFirst Bank Officers.

Objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and insurance agents. Duties will include, but are not limited to:Build multi-generational relationships with members to retain assets held in a trust;Maintain awareness of emerging products and services and new developments in the industry;Keep current on all laws and regulations related to the administration of trust accounts;Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.);Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;Provide recommendations to management regarding changes to transaction processing and account maintenance;Act as educator and mentor to MidFirst employees regarding trusts, estate and related areasRequirementsBachelor's Degree, preferably in Finance or Business AdministrationDeep connections to the community including a proven track record of building relationshipsIntermediate/Advanced knowledge of trust and estate services and applicable laws5+ years of working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desiredCTFA or other trust certification desirableWorking knowledge of Microsoft Office and Windows operating environmentWorking knowledge of trust accounting and related systemsProven business development skillsAdvanced proficiency in verbal and written communicationExcellent attention to detailAbility to be effective under pressureAdvanced ability to prioritize and multi-taskAbility to professionally interact with all levels of employees and clientsAbility to respect and hold confidential informationEffectively work independently as requiredEstablish priorities and follow through to completionDependable, cooperative, flexibleEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.

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