Executive Search Consultants to the Financial Services Industry

Trust Officer, South Bend, IN

By on Sep 16, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, South Bend, IN

As Trust Officer, you will have the opportunity to work with a variety of clients and trust accounts. You will inherit a book of clients and work with a team of trust officers who support and help each other. As senior officers look to retirement, this is an opportunity to hone your skills and eventually inherit more complex accounts. The Trust Department is committed to offering superb customer service and providing expert fiduciary advice. We are looking for candidates who have experience working with trusts, estates, guardianships, or conservatorships.

South Bend, located on the St. Joseph River, offers a low cost of living and an array of parks.

If you are interested in learning more, please submit your resume and cover letter. We look forward to hearing from you!

Duties:
• Relationship manager, administering trust accounts, including revocable and irrevocable, foundations/endowment, guardianships, and agencies.
• Generate new business from an existing book and internal referrals. Cold calling on prospects is NOT required.

Qualifications:
• Five years trust administration experience preferred, will take JD, CTFA in consideration for less experience
• Several years of experience during year-end and tax season.
• Bachelor’s degree required.
• JD, CTFA a plus but not required.

#trustofficer #fiduciary

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