Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Summary:
Supports the office in proactively developing new business opportunities and deepening relationships with existing clients in order to contribute directly to the growth of the office. At the Office Managers direction, manages a portfolio of clients to deliver an outstanding concierge level service experience. Enhances the relationships, balances, and profitability of assigned portfolio of clients. Functions as trusted advisor to banking clients providing solutions and delivering exceptional service. Works collaboratively with internal business partners to bring the entire banks capabilities to our clients. Senior level position within the office capable of providing management back-up, as needed.
This position will support the growth of the banking office and function in a universal role, handling any client need from basic teller transactions to more complex, sophisticated banking/wealth management inquiries. The ideal candidate will be expected to work independently and be proficient in all banking services.
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