Trust Officer

BankWest - South Dakota; Pierre (SD); On-site; USD 50,000 - 70,000; Full time

Job summary

BankWest - South Dakota is seeking a Trust Administrator to develop and manage Trust relationships while promoting department growth. This role requires a Bachelor's Degree and 2 years of experience in the field. Responsibilities include generating fee income, overseeing Trust accounts, and ensuring community involvement. Strong interpersonal skills and knowledge of BankWest products are essential. Join us to make a difference in our customers' financial lives.

Qualifications

• 2 years' experience in a related field.
• Attend and complete Wealth Management & Trust Schools, earn CTFA designation.
• Strong communication skills with customers.

Responsibilities

• Administer Trust relationships and promote growth of the Trust Department.
• Generate new fee income with proactive financial check-ups.
• Oversee and perform administration of assigned Trust accounts.

Skills

Knowledge of Trust services

Interpersonal skills

Organizational skills

Ability to work independently

Knowledge of BankWest products

Education

Bachelor's Degree in a related field

Job description

Scope Of Job

To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the BankWest Trust Department.

Primary Duties

• Effectively utilizes time to accomplish growth and profit objectives for the Trust Department.


• Generate new fee income.


• Develops and enhances customer financial relationships through a proactive financial check-up and CRM (top-tier) program focused on both prospective and existing customers. (Documented in Connections)


• Proactively contact top tier customers to ensure the attainment of retention goals; make both joint and solo business development calls on potential customers to solicit their business.


• Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections.


• Oversee and perform administration of assigned Trust accounts per external regulatory and statutory guidelines and internal policies and procedures.

Secondary Duties

• Work as a team with departmental counterparts on planning and implementing assigned projects and products.


• Participate on various committees and project teams as deemed appropriate by management.


• Attend, actively participate in organization, job specific training offered, and Quality Service programs.


• Adhere to all applicable Policies and Procedures of BankWest organization.


• Community involvement is strongly encouraged.


• Other duties as assigned.

Requirements

• Education: A Bachelor's Degree in a related field. Applicable experience and/or related certifications may be considered in lieu of degree. Attend and complete Wealth Management & Trust Schools, earn CTFA designation.


• Experience: 2 years' experience in related field.


• Knowledge and Special Skills:
  
  
  
  • Knowledge of the operation and function of Trust services.
  
  
  • Knowledge of BankWest products and services.
  
  
  • Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
  
  
  • Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
  
  
  • Strong interpersonal skills to ensure effective communication with external and/or internal customers.
  
  
  • Knowledge of banking terminology and procedures.
  
  
  • Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
  
  
  • Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.
  
  
  • BankWest is a \"Sales Organization\" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.