AppleOne
Location
Modesto, CA | United States
Job description
Position Overview Under the supervision of the Vice President of Trust Services, the Senior Trust Officer administers personal trust accounts, agency accounts, large estate settlements and more. Accounts may contain diverse assets including real estate, closely held stock and partnerships. Role and Responsibilities •Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business. •Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg. 9 Compliance Services monitoring. •Understand the nuances of the discretionary review process and participate in such evaluations. •May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates. •Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise. •Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities. •Contribute to the fostering of a strong team oriented positive culture; provide expertise and skill development support to other members of the team. •Identify and escalate opportunities for process improvement. •Generate new business for Trust Services. Minimum Qualifications •Minimum of 10 years in trust industry •BS/BA degree from accredited college or university •CTFA or CFP designation preferred •Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust law •Computer literate •Demonstrates cross-selling skills •Strong verbal, written and interpersonal skills •Flexible to travel different branches in the bay area twice a month.
AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.. The Know Your Rights poster is available here: The pay transparency policy is available here: For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.(none specified)
Job tags
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