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Exchange Bank · 1 day ago

Personal Trust Officer

Los Altos, CA

Full-time

Onsite

Mid, Senior Level

$120K/yr - $200K/yr

5+ years exp

Exchange Bank is one of the most unique community banks in the United States, and they are seeking a Personal Trust Officer to administer complex cases and manage estate settlements. The role requires strong relationship-building skills and a thorough understanding of client needs.

BankingFinanceFinancial Services

Responsibilities

Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy

Perform annual oversight of trust tax reporting

Assist with the development of business in the market you serve

Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources

Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services

Qualification

Trust administration experienceEstate planning knowledgeCertified TrustFinancial AdvisorInvestmentsTaxReal estateNetworking skillsRelationship buildingProblem solving abilitiesVerbal communication skillsWritten communication skillsFlexibility