Trust Officer – To $120K + Bonus – Orlando, FL –
- Orlando, FL
- Permanent
- Full-time
- Has general investment supervision of accounts.
- Maintains contact with present trust customers.
- Solicitation of new relationships.
- Assists with the solicitation of new accounts.
- Administers a certain group of trust accounts.
- Supervises: Administrative Assistant
- Comply with all Information Security and Cybersecurity related policy & procedures.
- Five (5) years administering personal trust accounts or related fiduciary and/or banking experience.
- CFA (Chartered Financial Analyst) preferred
- CTFA (Certified Trust and Fiduciary Advisor) preferred
- Undergraduate Degree in a related field or five (7) years equivalent in combined experience and education.
- Professional designation preferred.
- On-going course work will be required.
- Ability to resolve customer problems through knowledge of banking systems, processes and products.
- Strong understanding of sales process and proven business development skills.
- Excellent Sales and negotiation skills.
- Excellent verbal and written communication skills.
- Excellent sales and customer skills.
- Able to organize and prioritize work responsibilities in order to accomplish assigned goals.
- Strong problem solving skills.
- Self-motivated and works independently with little supervision.
- Strong interpersonal skills and the ability to work efficiently with all levels of internal customers.
- Strong computer skills and proficient with Microsoft Office.
- Must display confidentiality, honesty, integrity and professionalism at all times.
- Attention to detail and accurate in completing tasks.