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Bank Trust Officer

Company: Gables Search Group
Location: San Jose
Posted on: October 10, 2021

Job Description:

BANK TRUST OFFICER  
$65,000 to $80,000 + Bonus 
Full Benefit Package 

Job Description Summary
Fiduciary capacity as Trustee, Executor or Agent under various forms of agreement. Has responsibility for the overall administration of assigned employee benefit (both pension and profit sharing) trust accounts or personal trust accounts. Administers simple to moderately-complex accounts.

Essential Job Functions

  • Administers an assigned book of fiduciary accounts, ensuring that all administrative activities are conducted in compliance with bank audit and security standards, policies, procedures and ethics.
  • Resolves problems with assigned accounts as well as assisting others in account administration.
  • Studies trust documents and governing account agreements to determine fiduciary responsibilities, terms and duties of the bank, and administers assigned accounts in accordance with those governing instruments.
  • Maintains contact with customers to address questions or issues, discuss and advise on problems, explain terms and specifications of the trust document or governing agreement, and to arrange for payments acceptable under the account terms.

Other Job Duties

  • Other Job Functions:

  • Makes decisions and recommendations to management and/or applicable committees regarding the appropriate course of action on discretionary or non-routine matters.
  • Routine participation in the development of new business from existing or prospective customers, and identification of cross-selling opportunities within the bank.
  • Performs other duties as assigned.
  • Performs other duties as assigned.

 Required Experience

  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
  • Requires 5 years minimum prior relevant experience.
  • CTFA, CFP or Legal background preferred.

Skills

  • Analysis and research
  • Answers telephone and screens calls
  • Bank product and service knowledge
  • Basic mathematical / accounting skills
  • Compose letters/memoranda
  • Proofread documents
  • Schedule appointments
  • Written and verbal communication
  • Use of personal computer.

Minimum Education

  • Bachelor's Degree
 
IDEAL CANDIDATE
  • Ideal candidate will have advanced knowledge of job area typically obtained through advanced education combined with experience.
  • Requires 5 years minimum prior relevant experience.
  • CTFA, CFP or Legal background preferred.

Keywords: Gables Search Group, San Jose , Bank Trust Officer, Other , San Jose, California

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