Job #: 41455
Title: Personal Trust Officer
Job Location: Phoenix, Arizona - United States
Salary: $85,000.00 - $100,000.00 - US Dollars - Yearly
Other Compensation: Incentive on new business
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable
WHY IS THIS A GREAT OPPORTUNITY?
Join a multi-state community bank with over one hundred years of satisfying customers. Our client continues to grow and is looking to hire a Trust Officer for the Phoenix market. JOB DESCRIPTION
As Trust Officer, you will:
- Serve clients as the relationship manager, supported by a trust administrator
- Manage a variety of relationships revocable and irrevocable trusts, IRAs, estate settlement, etc.
- Develop new business from existing clients, working with other business lines, and participation in the community.
- Team with an investment portfolio manager to review clients investment portfolios.
As Trust Officer, your will have:
- Experience working with a variety of personal trust accounts
- Experience expanding an existing book of business
- Experience part of the professional community
- An understanding of investments.
- Bachelors Degree
- Advanced degree or certification a plus
University - Bachelor`s Degree/3-4 Year Degree
How to Apply: