Executive Search Consultants to the Financial Services Industry

Trust Officer, Medford, OR

By on Nov 4, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, Medford, OR

This position oozes opportunity. As Trust Officer, you will be coached and mentored by the Director of Trust Services until you are in a position to work with autonomy. You will grow into a Sr. Trust Officer position and become a mentor yourself. To top it off, this position, situated in Rogue Valley, is located in Medford, OR, with a moderate climate and scenery vying with North Carolina.

As Trust Officer, you will:
• Act as a relationship manager, ensuring customer satisfaction
• Administer Personal Trust and IRA accounts, No ERISA, No Investment management
• Work with clients to see if there are additional ways they can be served while growing your business.
• Work with clients’ external advisors
• Be aware of Compliance, i.e., external and internal policies, and procedures.
• Participate in the community

As Trust Officer, you will have:
• Experience administering personal trusts and estates accounts
• An understanding of investments and the ability to communicate with customers
• Ability to build rapport with clients, internal and external COIs
• Ability to explain complex ideas to customers.
• Bachelor’s degree
• CTFA is a plus but not required.

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