Trust & Investment Advisor — Client Relationships

CoreFirst Bank; Topeka (KS); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

CoreFirst Bank seeks a Trust Officer to manage personal trust, agency, and probate accounts while growing profitable trust business. You will engage centers of influence, maintain service quality, and collaborate with CPAs, law firms, and life insurers.

Ideal candidates bring 3–5 years in trust or related financial services, strong communication, and MS Office proficiency, with a JD/CPA preferred. Local community involvement is encouraged. This is an on-site role with standard banking hours.

Competenze

• Three to five years of trust or related sales, or financial, or legal services experience required.
• Education includes high school diploma; bachelor’s or master’s degree; JD/CPA or equivalent credentials preferred.
• Proficiency in using Microsoft Office and strong communication and analytical abilities are essential.

Mansioni

• Administers personal trust, agency accounts, and probate accounts.
• Develops new business by calling on customers, prospects, and centers of influence to grow trust volume.
• Maintains profitability and reviews acceptance of trust business within fee schedules and account types.
• Engages with CPA firms, law firms, and life insurance agencies; active in the community.
• Plans and implements seminars and attends Trust Investment Committee and Board meetings.

Conoscenze

Customer focus

Communication

Integrity

Time management

Analytical skills

Interpersonal skills

MS Office proficiency

Present information

Attention to detail

Formazione

High school diploma or equivalent

Bachelor’s or Master’s Degree

JD/CPA or related credential preferred

Strumenti

Microsoft Office

Descrizione del lavoro

CoreFirst Bank seeks a Trust Officer to manage personal trust, agency, and probate accounts while growing profitable trust business. You will engage centers of influence, maintain service quality, and collaborate with CPAs, law firms, and life insurers.

Ideal candidates bring 3–5 years in trust or related financial services, strong communication, and MS Office proficiency, with a JD/CPA preferred. Local community involvement is encouraged. This is an on-site role with standard banking hours.