Trust Officer

Trust OfficerCompany: CoreFirst Bank & TrustReports to: Director of Trust & Investment ServicesClassification: Full-Time, ExemptHours: Mon-Fri 8:00am-5:00pm and other days and hours as neededLocation: Headquarters in Topeka, KSJob Summary: 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 providing consistently high-quality customer service, community involvement and relationships with referral sources and centers of influence. 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 accountsDevelops 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 Testimentary)Agency Accounts (Custodial and Investment Management)Probate EstatesConservatorshipsMaintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts, and various types of businessReviews and recommends acceptance or rejection of various types of trust businessIs active in the community, serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agenciesPlans and implements seminars, workshops, and other events to generate profitable trust businessAttends the following committee meetings: Trust Investment CommitteeBoard of Directors, Trust CommitteeTrust StaffKnowledge, Skills, Abilities:Education: Bachelor's or Master's Degree required; high school diploma or equivalent required. Strong preference for JD, CPA or another industry-specific credentialExperience: Bachelor's or Master's Degree required; high school diploma or equivalent required. Strong preference for JD, CPA or another industry-specific credentialStrong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essentialStrong ability in CoreFirst Bank & Trust Competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time ManagementProficiency in using Microsoft Office, Word, Excel and OutlookWork must be completed with quality and accuracyStrong time management skills: Must be able to handle multiple projects and tasks, and follow through in a timely mannerDemonstrate ability to attract and retain trust and investment customersAbility to write routine reports and business communicationsAbility to effectively present information and respond to questions from customers, employees, and managementUnderstanding of basic investment and financial conceptsMaintain a general knowledge of trust law, income and estate taxes in investments and insurance productsCompetencies:Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.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.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.