Trust Officer at CBI Bank & Trust

Bettendorf, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

16 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Administration, Investment Management, Client Relationship Management, Document Preparation, Compliance, Sales, Communication, Analytical Skills, Microsoft Excel, Microsoft Word, Estate Planning, Problem Solving, Presentation Skills, Attention to Detail, Time Management, Team Collaboration

Industry

Banking

Description

Description Summary: This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on business development to solicit and develop new client relationships or enhance current relationships. Key Accountabilities: Will perform daily activities related to the administration and maintenance of personal trust, investment management and probate relationships. Respond timely to client inquiries and complete special projects for clients as necessary. Prepare necessary documents to open and maintain account compliance. Develop and maintain relationships with attorneys. Work with Investment Officer to provide appropriate investment services for clients. Depending on experience and ability, other responsibilities and titles may come with the position. Sales responsibilities depending on final title. Requirements Position Requirements: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Capability to write reports, business correspondence, and procedure manuals. Experience in effectively presenting information and responding to questions from groups of managers, clients, customers, and the public. Skill to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Need to be able to understand investment and estate planning principals. Understand and can use Microsoft Excel and Microsoft Word. Bachelor’s degree from four-year college or university and four to six years of related experience and/or training, or equivalent combination of education and experience required. Must have a valid Driver’s License in order to meet with Trust clients outside of the Downtown office when required. Benefits & Perks: We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.

Responsibilities

The Trust Officer will administer trust services and focus on business development to enhance client relationships. Daily activities include maintaining personal trust and investment management relationships, responding to client inquiries, and preparing compliance documents.