Trust Officer

CoreFirst Bank; Topeka (KS); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer focus

Communication

Integrity

Time management

Analytical skills

Interpersonal skills

MS Office proficiency

Present information

Attention to detail

Ausbildung

High school diploma or equivalent

Bachelor’s or Master’s Degree

JD/CPA or related credential preferred

Tools

Microsoft Office

Jobbeschreibung

Description

Hours: 8:00 am to 5:00 pm Monday through Friday; other hours as needed

Location: Headquarters

3035 SW Topeka Blvd. Topeka, KS 66611

Role

Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of customer relationships by providing consistently high-quality customer service, community involvement and relationships with referral sources and centers of influence. Trust Officers contribute to the profitability and growth of CoreFirst Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.

Essential Functions & Responsibilities:

• Administers personal trust, investment agency accounts, and probate accounts
• Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
• Personal trust accounts (Living and Testamentary)
• Agency Accounts (Custodial and Investment Management)
• Probate Estates
• Conservatorships
• Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts, and various types of business
• Reviews and recommends acceptance or rejection of various types of trust business
• Is active in the community, serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agencies
• Plans and implements seminars, workshops, and other events to generate profitable trust business
• Attends the following committee meetings:
• Trust Investment Committee
• Board of Directors, Trust Committee
• Trust Staff

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

Experience: Three to five years of trust or related sales, or financial, or legal services experience required

Education: High school diploma or equivalent required. Bachelor’s or Master’s Degree required, or an equivalent combination of directly related industry experience and skills. Strong preference for JD, CPA or another industry-specific credential.

Skills & Abilities:

• Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
• Strong ability in CoreFirst Bank & Trust Competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management
• Proficiency in using Microsoft Office, Word, Excel and Outlook
• Work must be completed with quality and accuracy
• Strong time management skills: Must be able to handle multiple projects and tasks, and follow through in a timely manner
• Demonstrate ability to attract and retain trust and investment customers
• Ability to write routine reports and business communications
• Ability to effectively present information and respond to questions from customers, employees, and management
• Understanding of basic investment and financial concepts
• Maintain a general knowledge of trust law, income and estate taxes in investments and insurance products

Competencies: Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability.

Interpersonal Skills:

A significant level of personal trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is necessary.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk and listen to customers and other employees. Physical activities include a combination of constant sitting, constant hand motion, and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.

Travel: Travel is negligible, primarily local during the business day, although some local evening and weekend travel may be expected.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Other:

• Applicants must pass a drug screen and background checks
• Internal applicants must be meeting the minimum requirements of their current job and submit a resume via the employee portal

CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.