Description
We seek an approachable, polished, customer focused and knowledgeable Trust Officer who has the desire to be coached and developed. The successful candidate will have a track record of enhancing customer relationships, management of Trust accounts and prospecting in a banking environment. This position reports to the Managing Director of Trust and works onsite M-F at our Kilmarnock, VA branch.
Position Purpose:
To develop and utilize knowledge and skills to effectively administer Trust relationships, manage a large custodial relationship and promote growth of the BRB Trust Department. This position has the opportunity for growth and development including ongoing coaching, training, and certifications.
Responsibilities:
- Effectively utilize time to accomplish growth and profit objectives for the Trust Department.
- Generate new fee Incomes.
- Develop and enhance customer financial relationships through a proactive financial check-up focused on prospective and existing customers.
- Proactively contact customers to promote client retention.
- Partner with other lines of business to educate internal partners about Trust Services to facilitate introductions of the Trust Officer to bank wide clients.
- Promote Blue Ridge Bank products and services by identifying customer needs and conducting public presentations to educate the community accordingly.
- Oversee and perform management of assigned Trust accounts.
- Primary contact for large custodial relationship.
- Community involvement is a fundamental aspect of the position. The candidate is expected to actively pursue board appointments to broaden the BRB Financial Group brand.
- Assist with other duties as assigned.
- Create value for the bank and its employees.
- Be a good teammate.
- Live our core values.
Organizational Relationship:
This position reports to the SVP, Managing Director of Trust.
Position Administration:
Job Code: First /Mid-Level Official & Management
FLSA: Exempt
Requirements
Education and Certifications:
- A college degree is strongly preferred.
Skills:
- Three (3) years of Business Development or relevant experience.
- Experience within Banking or similar field.
- Superior customer focus and service.
- Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook, etc.).
- Strong organizational skills and attention to detail.
- Strong decision-making/problem resolution skills.
- Strong analytical skills.
- Strong verbal and written skills to effectively communicate in the English language. required.
Abilities:
- Ability to learn trust accounting software.
- Ability to build and maintain relationships with accounts while providing exceptional customer service.
- Ability to work all branch hours, onsite in our Kilmarnock branch.
- Ability to be coached and developed, including required trainings and certifications.
- Ability to work within a team environment.
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to read and interpret Trust documents, procedure manuals, general business correspondence, and/or journals, or government regulations.
- Ability to deal directly with the public, on the phone or face to face, following the Bank’s Customer Service Standards.
Preferred Qualifications:
- Three (3) years of relevant experience.