Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities.

Essential Functions and Basic Duties:

• Communicate with grantors and beneficiaries on a regular basis in order to develop and maintain positive relationships.
• Review account balance sheets and consult with trust investment officer regularly to monitor account holdings.
• Review daily activity in accounts to insure accuracy and monitor cash balances in order to provide for liquidity needs.
• Attend Trust Committee meetings.
• Prospect and develop new business opportunities with both existing and new clients.
• Build and maintain professional relationships with bank officers and legal and accounting professionals.
• Project and maintain the bank’s professional image.
• Maintain a current knowledge of trust and investment laws and regulations.
• Assume responsibility for related duties as required and assigned.
• Keep management aware of activities, opportunities and problems

Qualifications:

Education/Certification:  Bachelors Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field.

Required Knowledge: Windows XP, Microsoft Excel and Word. Superior written, verbal and communication skills. Strong logic, reasoning, and analytical skills.

Skills/Abilities: Advanced organizational and interpersonal skills required. Attention to detail with high degree of accuracy at all times. Complete confidentiality required. Highest degree of ethical standards required.

Experience Required: Minimum of three to five years trust or related experience.