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Atlantic Union Bank · 1 day ago

Trust Advisor III (Danville, Northern Virginia, Chesapeake, or Richmond Markets)

Danville, Virginia, United States

Full-time

Onsite

Senior Level

5+ years exp

Atlantic Union Bank is a financial institution looking for a Trust Advisor III to manage trust and estate services. The role involves conducting needs assessments, maintaining client relationships, and ensuring compliance with legal and regulatory requirements.

BankingFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements

Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities

Conducts full needs assessment with current and potential customers and provides on-going advice and counsel

Represents the bank in key community activities, including business, charitable, civic and social organizations to maintain a proper responsible citizen stature for the bank

Performs other duties that may be assigned

Adheres to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures

Perform and coordinate client estate planning

Perform detailed estate and trust administration

Promotes new business from prospective and existing trust clients

Develop and maintain long-term client relationships by providing excellent customer service

Handle daily incoming customer calls and inquiries in a professional manner

Develop referral sources and secure new customers in effort to assist with the business development strategy

Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities

Identifies and refers business to other areas within the Bank as appropriate

Maintain and service existing clients

Work with investment, tax and legal professionals to meet client needs, goals and objectives

May have some sales responsibility commensurate with experience and composition of book of business

Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals

Qualification

CFPCTFACPAEstate PlanningTrust AdministrationAnalytical SkillsClient Service SkillsCommunication SkillsInterpersonal Skills

Required

Bachelor's degree

5+ years of legal, tax, trust and estate planning and or administration experience, preferably in a bank trust environment with trust and estate laws and regulations experience or an estate and trust legal department or firm

Advanced analytical and problem-solving skills

Strong written and verbal communication skills

Superior interpersonal skills

Superior client service skills