Senior Trust Officer & Relationship Manager

MidFirst Bank; Las Vegas (NV); On-site; USD 95,000 - 140,000; Full time

Job summary

MidFirst Bank in Las Vegas is seeking a Trust Officer to serve as a relationship manager for clients, assisting with trust and estate administration. You will build strong relationships with clients, attorneys, co-trustees, CPAs, and MidFirst Bank officers, and identify opportunities through community connections.

Responsibilities include staying current on laws, applying knowledge to complex accounts, reviewing documents for compliance, advising management on process improvements, and mentoring

Qualifications

• Bachelor's Degree, preferably in Finance or Business Administration.
• 5+ years of trust and estate administration experience.
• CTFA or trust certification desirable.
• Deep connections to the community with proven relationship-building.
• Excellent communication and interpersonal skills; able to work independently.

Responsibilities

• Build multi-generational relationships with clients to retain assets.
• Maintain awareness of laws and developments in trust administration.
• Apply knowledge of trust products to moderately complex accounts.
• Review legal documents for compliance with policies and regulations.
• Provide recommendations on transaction processing and account maintenance.
• Educate MidFirst employees on trusts, estate, and related areas.

Skills

Relationship building

Business development

Interpersonal skills

Attention to detail

Communication skills

Community connections

Education

Bachelor's degree in Finance or Business Administration

CTFA or trust certification desirable

Tools

Microsoft Office

Windows OS

Job description

MidFirst Bank in Las Vegas is seeking a Trust Officer to serve as a relationship manager for clients, assisting with trust and estate administration. You will build strong relationships with clients, attorneys, co-trustees, CPAs, and MidFirst Bank officers, and identify opportunities through community connections.

Responsibilities include staying current on laws, applying knowledge to complex accounts, reviewing documents for compliance, advising management on process improvements, and mentoring