Small enough to care. Big enough to deliver.

This role serves as a critical leadership position within the Trust Department including the direct supervision of key positions and the indirect supervision of assigned Trust Officers. This includes the fiduciary management and oversight of administration of Trust Services throughout the department footprint, as well as a visible leadership role within the community where the incumbent’s primary office is located. This position is a member of the department’s leadership team and works collaboratively with other department leaders to produce good financial results while maintaining appropriate risk management oversight.

Private Wealth Management Responsibilities  

• Provides leadership and guidance related to the fiduciary administration oversight of Trust Services which includes the following:
  • Ensures compliance with industry best practices and regulatory exams;
  • Ensures continued improvements in best practices;
  • Provides specialized Trust service and assistance, answer questions, resolves complaints, etc;
  • Develops and produces customer correspondence and follow-up calls;
  • Communicates effectively to make sure the team is aware of and on top of changes within the department and more broadly within the industry;
  • Helps oversee Trust Policy enhancements and follow-through;
  • Helps develop leadership and strategy within the team.
• Oversees all Fiduciary (Trust) matters for Private Wealth.
• Oversees all operational and processing areas for Private Wealth in conjunction with the Director, Private Wealth.
• Serves as Chair for Trust Administrative Committee.
• Sits on Trust and Trust Investment Committees.

Relationship Development

• Manages a book of business within the department.
• Promotes and sells new business through proactive development of products and relationships with assigned accounts and target markets for Trust.
• Aids in the development of enhancements which increase the sales staff's ability to deliver service and bring in additional business to the Trust division.
• Establishes and maintains relationships with key community contacts which enhance business development for the company with a specific focus on Trust.
• Participates in sales meetings, identification of customers and prospects, business development calls, referrals, tracking, submittal of reports, etc.
• Participates in Trust relationship efforts and account management.
• Refers business to other departments outside of own expertise: home mortgage, investment services, and commercial banking.
• Participates in community activities and assumes leadership roles where appropriate.
• Performs other duties as assigned.

• Bachelor’s degree or equivalent combination of post high school education and related work experience. 
• Juris doctor (J.D.) degree preferred but not required
•  In addition to education in the field of business, a minimum of 10 years of related fiduciary/trust services work experience is required or a combination of education and experience.
• Banking or financial experience is required.