Job Description

Trust Officer II (TO II), Private Banking, Jacksonville, FL

Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused and will leverage support teams on client servicing needs while often being the primary point of contact to the client. This role will have higher gearing (approximately 275-350 core client accounts).

Responsibilities :

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
• Works with Market leaders and engages clients and prospects to plan, build, and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Requirements :

• 3-5 years of trust specific work experience with proven success in a personal trust role is required.
• Solid understanding of trust product capabilities and enthusiastic about opportunities to serve the needs of trust clients.
• Excellent communication and written skills.
• Demonstrates the ability to communicate complex issues in a clear, understandable manner.
• Demonstrates accuracy, thoroughness, and completeness in all tasks.
• Excellent organizational, prioritization and time management skills, detail oriented, with consistent follow-up skills.
• Able to develop trust, rapport, and respect with clients and internal partners.
• Develops strong interpersonal relationships and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives.
• Computer literate with preferred capabilities to run sophisticated trust applications and systems.
• BS/BA degree strongly preferred.

Skills :

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience Branding
• Client Solutions Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees: Participation in a work from home posture does not make you eligible to post.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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