CBI Bank & Trust ยท 8 hours ago
Trust Officer
Bettendorf,IA,US
Full-time
Onsite
Mid, Senior Level
4+ years expCBI Bank & Trust is focused on providing exceptional trust services, and they are seeking a Trust Officer to administer trust services while developing new client relationships. The role includes daily activities related to personal trust administration, responding to client inquiries, and working closely with attorneys and investment officers.
Banking
Responsibilities
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
Qualification
Required
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
Medical, dental, and vision insurance
401(k) retirement plan
Generous paid time off
Employer-paid life insurance
Short-term and long-term disability coverage
Company
CBI Bank & Trust
CBI Bank & Trust, based in Muscatine, Iowa, serves approximately 50,000 consumers and businesses through 24 branches, with locations in Bettendorf, Buffalo, Coralville, Davenport, Kalona, Muscatine, Walcott, Washington, and Wilton in Iowa, and Brimfield, Buffalo Prairie, Galesburg, Joy, Moline, Monmouth, Peoria, and Roscoe in Illinois, and Beloit, Wisconsin.
Founded in 1865Muscatine, Iowa, US
201-500 employeesFunding
Current Stage
Growth StageLeadership Team
Bob Howard
CEO & President
Doug Cheatham
Executive Vice President , Chief Financial Officer, & Treasurer
Company data provided by crunchbase