Vice President, Trust Officer

Vice President, Trust Officer About the Company Respected credit union IndustryFinancial Services TypePrivately Held Founded1938 Employees501-1000 Specialties personal bankingbusiness bankingmortgage lendingwealth managementcustomer servicefinancial cooperativenot-for-profitinsurance servicesand loan services About the Role The Company is seeking a Vice President/Trust Officer to coordinate the creation and administration of various investment and financial accounts in compliance with relevant laws, policies, and procedures. The successful candidate will be responsible for managing a trust services portfolio, including opening accounts, sales, and client relationship management. This role involves business development activities, building a network of contacts, and providing financial guidance to clients based on their individual needs and goals. The Vice President/Trust Officer will also be involved in special projects and must ensure the confidentiality of client information while promoting a professional and inclusive work environment. Applicants for the Vice President/Trust Officer position at The Company should have a Bachelor's degree and at least seven years of related experience, or an equivalent combination of education and experience. A JD, CPA, or CFA designation is preferred. The role requires the ability to read and interpret technical and legal documents, respond to inquiries from various stakeholders, and present information effectively. Proficiency in Microsoft Office, particularly Excel, is essential. The ideal candidate will have a strong background in financial management, be adept at problem-solving, and have a proven track record of building and maintaining long-term client relationships. Travel may be necessary for this position. Hiring Manager TitleSenior Vice President/Wealth Management Travel PercentLess than 10% Functions Finance

Created: 2025-01-30