Trust Officer - Lake County |
| Location: | Merrillville, IN |
| Exempt/Non-Exempt: | Exempt |
| Type: | Full Time |
| Department: | Horizon Trust and Investment Management |
| Description: | General Overview:
The Trust Officer is responsible for new business acquisition (initiating contacts for new business from several resources including existing clients, bank officers, and personal connections), and retention of current clients by administration of trust/fiduciary relationships and/or duties related to fiduciary accounts. In addition, the Officer administers accounts/relationships (trusts, estates, etc.) ensuring that standards, practices, and policies are observed.
The ideal candidate will have a comprehensive knowledge of and demonstrated experience in all facets of trust administration, estate and income taxes, legal issues and compliance, and be comfortable taking on business development and sales responsibilities, as well as reaching out to both existing and prospective clients.
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| Duties: | Responsibilities:
Design and implement a sales & marketing strategy for Trust products and services within a market.
Counsel high-profile clients on individual and business wealth management needs, including personal financial planning, estate planning, business planning, risk management and investment management.
Develop new business by meeting with existing and prospective clients, attorneys, accountants, and other financial professionals.
Maintain client confidence and protect bank operations by keeping information confidential.
Maintain professional & technical knowledge and industry trends by attending educational workshops, establishing personal networks and participating in professional societies.
Prepare activity and status reports by collecting, analyzing, and summarizing information and trends.
Ensure trusts are carried out in accordance with agreements.
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| Qualifications: | Requirements:
Act as primary contact on fiduciary accounts. Solve current and anticipate future challenges, by developing an understanding of each client situation.
Demonstrate success networking with local professionals. Maintain positive working relationships with clients and other related professionals (attorneys, CPA’s, etc.) to ensure quality service and develop business opportunities.
Meet individual sales goals and assist in meeting departmental goals by participating in business development and cross-sell activities.
Knowledge of and proficiency in sales process (prospect & profile client, negotiate and overcome objections, complete the sale and ask for referral).
Ensure communication and administration of all fiduciary accounts meets organizational standards.
Maintain up-to-date knowledge on legal issues, regulations, trends and developments in the trust banking industry.
Bachelor’s degree in Business Administration, Finance or Accounting or equivalent combination of education and related training, such as Certified Financial Planner or Certified Trust and Financial Advisor designations. Minimum five years of experience in relevant area of expertise.
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