Trust Officer jobs in Phoenix, AZ

First Western is seeking an AVP, Trust Officer I to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a AVP, Trust Officer I at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Arizona teams to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
• Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs and identify and present solutions to meet client goals.
• Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.
• Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
• Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
• Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
• Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
• Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.

What You Bring:

• Fluency with TrustDesk and all related systems employed in trust administration.
• Proficient in Microsoft Office Suite, with exceptional Excel skills.
• Experience with CRM preferred.
• High initiative and follow-through.
• Ability to work independently and with a team.
• Experience working with high net-worth individuals.
• Excellent written and verbal communications skills, and ability to present to clients and prospects.
• Able to organize, prioritize, multi-task, and self-starter.

Education Level Education Details Required/Preferred
JD Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required

Experience Level Experience Details Required/Preferred
3-5 years Trust administration and/or experience as an attorney specializing in trust & estate planning Required

License/Certification Details Time Frame Required/Preferred
Financial Designation Upon Hire Required
CTFA Upon Hire Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $69,300 - $97,200/YR

Job Classification: Full-Time Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.