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Senior Trust Officer

West Hartford, Connecticut

Job Description:

Description:  The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will provide high level advisory consultation to clients.

Credentials / Experience:

  • 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

 

Key attributes / competencies:

  • 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
  • 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

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 the 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 clients to drive retention
     



 

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2500

Job Description:

Description:  The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will provide high level advisory consultation to clients.

Credentials / Experience:

  • 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

 

Key attributes / competencies:

  • 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
  • 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

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 the 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 clients to drive retention
     



 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21081934

Band: H4

Manages People: No

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Christine Balzano

Referral Bonus:

2500

Connecticut job seekers

Connecticut pay range:

$79,900 - $156,200 annualized salary, offers to be negotiated based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
29 S MAIN ST, CT, West Hartford, 06107