Trust Officer

Citizens State Bank And Trust Co., Ellsworth, Kansas; Kansas; On-site; USD 75,000 - 110,000; Full time

Job summary

Citizens State Bank And Trust Co. (CSB& T) in central Kansas seeks a Trust Officer responsible for managing trust accounts and delivering high-quality service to clients.

You will develop relationships with current and prospective trust clients, and develop and implement investment strategies while monitoring performance to align with clients’ goals and risk tolerance. You will work with clients’ legal counsel, tax preparers, and other professionals as needed and represent the bank in the

Qualifications

• Bachelor’s degree in finance, accounting, or a related field.
• Professional designation(s) (CFP®, CTFA, etc.) or willingness to obtain.
• Highest standard of integrity and confidentiality.
• Proficient in verbal and written communication skills.
• Detail oriented and able to focus on completion of tasks.
• Uses sound judgement.
• Self-motivated individual with a desire to serve others.

Responsibilities

• Manage trust accounts and provide high-quality service to trust clients.
• Develop relationships with current and potential trust clients.
• Develop and implement investment strategies and monitor investment performance.
• Communicate with clients about performance and any necessary action.
• Represent the bank in the community by participating in community boards and organizations.
• Assist clients with retirement planning.
• Provide strategies for wealth transfer.
• Assist clients with personal financial planning.
• Follow all policies, procedures and regulatory requirements.
• Complete other duties as assigned.

Skills

Verbal and written communication

Integrity and confidentiality

Detail-oriented

Self-motivated

Judgment

Education

Bachelor’s degree in finance, accounting, or related field

Job description

CSB&T is a locally owned bank in central Kansas with a proud history starting in 1900. The trust department, now operating as Citizens Trust & Investments, began serving customers in 1974. We currently have banks in Ellsworth, Lincoln, Delphos, Glasco, and Minneapolis. We value rural areas and are proud to be able to offer exceptional service to our customers with a hometown touch. Our employees are our biggest asset, and we value working together as a team to create an inviting place for staff and customers alike.

JOB SUMMARY

Responsible for managing trust accounts and providing high-quality service to trust clients. Develop relationships with current and potential trust clients. Develop and implement investment strategies. Monitor investment performance and guide clients based on their financial goals and risk tolerance. Conduct regular reviews of trust accounts and communicate with clients about account performance and any necessary action. Work closely with client’s legal counsel, tax preparers and other professionals as needed. Represent the bank in the community by participating in community boards and organizations.

ADDITIONAL DUTIES

• Assist clients with retirement planning
• Provide strategies for wealth transfer
• Assist clients with personal financial planning
• Follow all policies, procedures and regulatory requirements
• Complete other duties as assigned

QUALIFICATIONS

• Highest standard of integrity and confidentiality
• Bachelor’s degree in finance, accounting, or a related field
• Professional designation(s) (CFP®, CTFA, etc.) or a willingness to obtain
• Proficient in verbal and written communication skills
• Efficient with computers and quick learner of software programs
• Detail oriented and able to focus on completion of tasks assigned
• Uses sound judgement
• Self-motivated individual with a desire to serve others