REQUIRED QUALIFICATIONS

A minimum of 10 years of trust administration and fiduciary advisory services or its equivalent
Undergraduate degree in business related field or equivalent experience
Advanced degree or Certified Trust and Financial Advisor preferred
Ability to advance business success of his/her sales and client servicing team through personal contribution
Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience preferred

PREFERRED QUALIFICATIONS

Professional Designation preferred – JD, CPA, LLM, CTFA, CFP, CWS or advanced degree as appropriate
Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.
Ability to interact effectively and collaboratively in a team environment.
Ability to work, make decisions and manage client relationships independently while managing competing priorities.
Ability to multi-task, quickly change direction and have an independent work ethic.
Ability to exercise discretion due to accessing and handling highly sensitive information.
Demonstrated attention to detail.
Ability to learn and use proprietary software, databases and systems.
Proficient in all Microsoft Office Applications

COMPETENCIES/SKILLS

Developing Direct Reports - Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each direct report’s career goals; constructs compelling development plans and executes them; pushes direct reports to accept developmental moves; will take direct reports who need work; is a people builder.
Building Effective Teams - Blends people into teams when needed; creates strong morale and spirit in his/her team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines successes in terms of the whole team; creates a feeling of belonging in the team.
Motivating Others - Creates a climate in which people want to do their best; can motivate many kinds of direct reports and team or project members; can assess each person’s hot button and use it to get the best out of him/her; pushes tasks and decisions down; empowers others; invites input from each person and shares ownership and visibility; make each individual feel his/her work is important; is someone people like working for and with.
Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Customer Focus – Dedicated to meeting the expectations and requirements of clients; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
Drives for Results - Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.
Creativity Ability to develop new and unique ideas and tends to be seen as original and value-added in brainstorming settings.
Functional / Technical Skills - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Intellectual Horsepower - Is bright and intelligent; deals with concepts and complexity comfortably; described as intellectually sharp, capable, and agile.
Problem Solving – Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers and superiors, clients, prospects and centers of influence; is effective both inside and outside the organization, on both cool data and hot and controversial topics; will show and project confident, caring demeanor in client settings to enhance overall client experience; can change tactics midstream when something isn’t working.
Strategic Agility – Can quickly understand and embrace corporate and line of business initiatives and changes and can confidently represent KPB internally among teammates and externally among clients, prospects and centers of influence.
Interpersonal Savvy - Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.

EQUIPMENT USED/PHYSICAL REQUIREMENTS

Trust Accounting System, Quest, Salesforce, various web-based platforms, and Microsoft Office
Office equipment

Please refer the Job description for details