Senior Fiduciary Officer at First Mid Bank & Trust

Peoria, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

110150.0

Posted On

05 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Administration, Fiduciary Activities, Leadership, Analytical Skills, Interpersonal Skills, Account Analysis, Cross-selling, Staff Supervision, Compliance, Relationship Building, Coaching, Estate Administration

Industry

Financial Services

Description

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Lead the trust administration function of the Trust Services business line. Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of assigned trust administration staff. Administer assigned book of trust business. Responsibilities include, but are not limited to: * Supervise the administration and sales activities of trust administration staff. * Serve as lead subject matter expert for fiduciary activities. * Perform all duties for assigned accounts where First Mid serves as: estate administrator, trustee, co-trustee, guardian, conservator, and agent. * Build customer satisfaction at First Mid. * Cross-sell Trust Services with officers in charge of other First Mid business lines. * Represent First Mid and provide leadership in key community activities and committees. * Participate in professional associations, attend conventions, conferences, and seminars. * Build relationships with potential referral sources. * Meet with staff regularly (both 1:1 and in group meetings). Establish regular coaching opportunities with direct reports to review goals and highlight further personal development. * Select, train, supervise, and evaluate trust administration staff to enhance individual productivity and enable them to function according to their respective job description. * Complete required training associated with job function. * Perform other duties as assigned. Qualifications Education/Experience: * J.D. and/or CTFA required. * Bachelor’s degree in Finance or Business Administration or the equivalent of 15 years of fiduciary administration, trust operations or investment experience including a minimum of five years managing trust administrators and support staff. * Periodic continuing education related to job-specific functions. Skills: * Thorough knowledge of Company’s products and services. * Demonstrated Leadership Capacity * High level of analytical skills to conduct trust/investment account analysis and maintain account’s progress in consideration of market trends, interest rates, economic conditions, and other factors. * High level of interpersonal skills to interact with customers and potential customers in a professional manner. * Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Total Rewards: * Competitive health, dental & vision coverage with HSA match * 401(k) with employer match + Employee Stock Purchase Plan * Generous PTO, paid holidays & parental leave * Tuition reimbursement & performance-based bonuses * Visit our Total Rewards [https://www.firstmid.com/careers/total-rewards/] page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT #LI-POST HP123

Responsibilities

Lead the trust administration function and serve as the subject matter expert for fiduciary activities. Supervise trust administration staff while managing an assigned book of trust business and building customer relationships.