Trust Officer jobs in Kansas
Recently Added Trust Officer jobs
Trust Officer
- CoreFirst Bank & Trust
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Topeka, KS
FULL_TIME
-
Description
Role:
Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of customer relationships by consistently providing high quality customer service. Trust Officers contribute to the profitability and growth of CoreFirst Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.
Essential Functions & Responsibilities- Administers personal trust, investment agency accounts, and probate accounts
- Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
- Personal trust accounts (Living and Testimony)
- Agency Accounts (Custody and Investment Management)
- Estates
- Conservatorships
- Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts and various types of business
- Reviews and recommends acceptance or rejection of various types of trust business
- Is active in the community serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life underwriting agencies
- Plans and implements seminars, workshops, and other events in order to generate profitable trust business
- Attends the following committee meetings: Trust Investment Committee, Board of Directors, Trust Committee, and Trust Staff
Requirements
Experience:
Three to five years of trust or related experience required
Education
Bachelor's degree preferred; high school diploma or equivalent required
Skills & Abilities- Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
- Strong ability in CoreFirst Bank & Trust Competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management
- Proficiency in using Microsoft Office, Word, Excel and Outlook
- Work must be completed with quality and accuracy
- Strong time management skills; Must be able to handle multiple projects and tasks, and follow through in a timely manner
- Demonstrate ability to attract and retain trust and investment customers
- Ability to write routine reports and business communications
- Ability to effectively present information and respond to questions from customers, employees, and management
- Understanding of basic investment and financial concepts
- Maintain a general knowledge of trust law, income and estate taxes in investments and insurance products
Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability.
Interpersonal Skills
A significant level of trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is necessary.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk and listen to customers and other employees. Physical activities include a combination of constant sitting, constant hand motion, and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.
Travel
Travel is negligible, primarily local during the business day although some local evening and weekend travel may be expected.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.
Other- Applicants must pass a drug screen and background checks
- Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal
CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. - 8 Days Ago
Senior Trust Officer
- Midwest Trust Company
-
OVERLAND PARK, KS
FULL_TIME
- DescriptionSenior Trust OfficerMidwest Trust Company – Overland Park, KSAs a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts o...
- 1 Day Ago
Trust Officer
- HR Partners
-
Topeka, KS
FULL_TIME
- Company: Kaw Valley Bank Title: Trust Officer Job Classification: Exempt, Full-Time Reporting Relationship: CEO Primary Accountabilities: This position is a senior level position with responsibility f...
- 2 Days Ago
Senior Trust Officer
- Bank of America
-
Wichita, KS
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- 4 Days Ago
TRUST OPERATIONS OFFICER
- RCB Bank
-
Arkansas, KS
FULL_TIME
- RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive employer while fulfilling our commitment to excellence. Operating with ...
- 9 Days Ago
TRUST OPERATIONS OFFICER
- RCB Bank
-
Winfield, KS
FULL_TIME
- RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive employer while fulfilling our commitment to excellence. Operating with ...
- 9 Days Ago
Trust Officer jobs at Popular Companies
Trust Officer
- First Community Trust, N.A.
-
Dubuque, IA
- First Community Trust – Financial Advisor First Community Trust is a national association and an independent trust compa...
- 6/11/2024 12:00:00 AM
Trust Officer
- The Forge Companies
-
- Job Summary The Trust Officer I is responsible to provide comprehensive administrative support to an assigned Trust Offi...
- 6/10/2024 12:00:00 AM
Trust Officer
- San Pasqual Fiduciary Trust Company
-
Los Angeles, CA
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 6/10/2024 12:00:00 AM
Trust Officer - Reno
- San Pasqual Fiduciary Trust Company
-
Reno, NV
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 6/10/2024 12:00:00 AM
Senior Trust Officer
- Bank of America
-
Denver, CO
- Senior Trust Officer Denver, Colorado **Job Description:** At Bank of America, we are guided by a common purpose to help...
- 6/9/2024 12:00:00 AM
Senior Trust Officer
- TWM Executive Search
-
- Financial services firm in Alaska seeks Sr. Trust Officer to administer and review complex trusts for their HNW/UHNW cli...
- 6/8/2024 12:00:00 AM
Trust Officer
- Westport One
-
Cheyenne, WY
- Trust Officer Our client is looking for a traditional trust officer that can administer trusts, settle estates, while pr...
- 6/7/2024 12:00:00 AM
Trust Officer
- Midland States Bank
-
Tarrytown, NY
- Salary Range: $84,100 - $140,200 At Midland States Bank, base salary is one component of our Total Rewards program. Exac...
- 6/7/2024 12:00:00 AM
About Kansas
Kansas /ˈkænzəs/ (listen) is a U.S. state in the Midwestern United States. Its capital is Topeka and its largest city is Wichita, with its most populated county being Johnson County. Kansas is bordered by Nebraska on the north; Missouri on the east; Oklahoma on the south; and Colorado on the west. Kansas is named after the Kansa Native American tribe, which inhabited the area. The tribe's name (natively kką:ze) is often said to mean "people of the (south) wind" although this was probably not the term's original meaning. For thousands of years, what is now Kansas was home to numerous and divers...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$73,245 to $104,314