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Senior Trust Officer

Wichita, Kansas

Job Description:

Job Description

The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Key Responsibilities

  •  Partner with PCAs to drive business development / close new Trust business in prospecting activities
  •  Proactively identify and harvest opportunities to deepen relationships within current client base
  •  Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
  •  Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  •  Proactively identify and resolve client issues
  •  Engage in high level trust administration; oversee all administration activities
  •  Document interpretation
  •  Oversee risk management activities
  •  Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention

Requirements

  •  Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
  •  Minimum of 8 years of trust administration and estate planning experience
  •  Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  •  Initiative/proactive approach to problem solving
  •  Creative though prudent approach to providing solutions within Bank’s risk/reward profile
  •  Ability / drive to "ask for the order" to close sales
  •  Good people/partner communication skills / team player
  •  Knowledge of policies, procedures, regulatory requirements
  •  High level of savvy and sophistication re: high net worth clients’ concerns / issues
  •  Ability to communicate and connect with high net worth clients

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description

The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Key Responsibilities

  •  Partner with PCAs to drive business development / close new Trust business in prospecting activities
  •  Proactively identify and harvest opportunities to deepen relationships within current client base
  •  Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
  •  Proactively engage other specialists within Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  •  Proactively identify and resolve client issues
  •  Engage in high level trust administration; oversee all administration activities
  •  Document interpretation
  •  Oversee risk management activities
  •  Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention

Requirements

  •  Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
  •  Minimum of 8 years of trust administration and estate planning experience
  •  Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  •  Initiative/proactive approach to problem solving
  •  Creative though prudent approach to providing solutions within Bank’s risk/reward profile
  •  Ability / drive to "ask for the order" to close sales
  •  Good people/partner communication skills / team player
  •  Knowledge of policies, procedures, regulatory requirements
  •  High level of savvy and sophistication re: high net worth clients’ concerns / issues
  •  Ability to communicate and connect with high net worth clients

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21052365

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Leila Pullen

Referral Bonus:

0

Street Address

Primary Location:
100 N BROADWAY ST, KS, Wichita, 67202