Trust Officer: Wealth Growth & Community Impact

CoreFirst Bank & Trust; Topeka (KS); Sur place; USD 65 000 - 95 000; Plein temps

Résumé du poste

CoreFirst Bank & Trust in Topeka, KS is seeking a Trust Officer to manage personal trust, agency, and probate services while growing a strong client base.

The role requires calling on clients and centers of influence, maintaining profitable accounts, and serving on committees to drive performance, compliance, and service quality. A 3–5 year background in trust or related fields and a relevant degree are required; JD/CPA preferred.

Qualifications

• 3–5 years in trust, financial, or related sales or legal services.
• High school diploma or equivalent; Bachelor's or Master's degree required.
• JD, CPA or equivalent credential preferred.

Responsabilités

• Administers personal trust, agency, and probate accounts
• Develops new business by calling on customers, prospects, and centers of influence
• Growth of trust functions: Living/ Testamentary, Custodial and Investment Management
• Plans and implements seminars, workshops, and other events to generate trust business
• Attends Trust Investment Committee and Board/Trust Staff meetings
• Maintains profitability while delivering high-quality service

Connaissances

Communication

Analytical skills

MS Office

Time management

Customer focus

Investment knowledge

Trust law

Formation

Bachelor's degree

Master's degree

JD/CPA or equivalent credential

Description du poste

CoreFirst Bank & Trust in Topeka, KS is seeking a Trust Officer to manage personal trust, agency, and probate services while growing a strong client base.

The role requires calling on clients and centers of influence, maintaining profitable accounts, and serving on committees to drive performance, compliance, and service quality. A 3–5 year background in trust or related fields and a relevant degree are required; JD/CPA preferred.