Bachelor's degree in Finance/Business Administration or equivalent 15 years of relevant experience.
Minimum of five years experience managing trust administration and support staff.
Ongoing education in job-specific areas is necessary.
Thorough understanding of fiduciary administration and trust operations.
Responsibilities
Supervise trust administration and sales activities of the team.
Act as the lead subject matter expert on fiduciary activities.
Administer various accounts including estate administrator and trustee roles.
Enhance customer satisfaction at First Mid.
Cross-sell Trust Services across different business lines.
Represent First Mid in community events and professional associations.
Conduct regular meetings and coaching sessions with staff to foster development.
Benefits
Competitive health, dental, and vision coverage with HSA match.
401(k) plan with employer matching contributions.
Generous PTO, paid holidays, and parental leave.
Tuition reimbursement program and performance-based bonuses.
Access to a comprehensive Total Rewards page for more benefits information.
Full Job Description
Lead the trust administration function of the Trust Services business line. Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of assigned trust administration staff. Administer assigned book of trust business.
Responsibilities include, but are not limited to:
Supervise the administration and sales activities of trust administration staff.
Serve as lead subject matter expert for fiduciary activities.
Perform all duties for assigned accounts where First Mid serves as: estate administrator, trustee, co-trustee, guardian, conservator, and agent.
Build customer satisfaction at First Mid.
Cross-sell Trust Services with officers in charge of other First Mid business lines.
Represent First Mid and provide leadership in key community activities and committees.
Participate in professional associations, attend conventions, conferences, and seminars.
Build relationships with potential referral sources.
Meet with staff regularly (both 1:1 and in group meetings). Establish regular coaching opportunities with direct reports to review goals and highlight further personal development.
Select, train, supervise, and evaluate trust administration staff to enhance individual productivity and enable them to function according to their respective job description.
Complete required training associated with job function.
Perform other duties as assigned.
Qualifications
Education/Experience:
J.D. and/or CTFA required.
Bachelor's degree in Finance or Business Administration or the equivalent of 15 years of fiduciary administration, trust operations or investment experience including a minimum of five years managing trust administrators and support staff.
Periodic continuing education related to job-specific functions.
Skills:
Thorough knowledge of Company's products and services.
Demonstrated Leadership Capacity
High level of analytical skills to conduct trust/investment account analysis and maintain account's progress in consideration of market trends, interest rates, economic conditions, and other factors.
High level of interpersonal skills to interact with customers and potential customers in a professional manner.
Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.
Total Rewards:
Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits
Pay Range: $95,000 - $130,000 per year
About First MidIllinois Bancshares, Inc
MidFirst Bank is a privately owned financial institution based in Oklahoma City, Oklahoma. It is the largest privately owned bank in the United States, with $32.1 billion in assets. Its primary markets include Oklahoma, Denver, Phoenix and Dallas, with commercial lending offices in Atlanta, Boston, Chicago, Cleveland, Houston, New York City, St. Louis, and Southern California. MidFirst Bank has banking centers in Boulder and Edwards, Colorado. Additionally, the bank operates 1st Century Bank of Los Angeles as a division of MidFirst Bank and MidFirst Business Credit of Atlanta as a subsidiary of MidFirst Bank.
