Qualifications

• Minimum 10 years' experience in trust company or financial institution focusing on fiduciary services.
• Bachelor's degree in finance, Accounting, Real Estate, Commercial Banking, or related field preferred.
• Formal Credit training program or equivalent work experience.
• Strong verbal and written communication skills for diverse interactions.
• Resourceful and proactive in taking initiative.
• Effective team player in a fast-paced, collaborative environment.
• Ability to manage competing responsibilities and anticipate business needs.
• Strong relationship-building skills with complex client interactions.
• Proficient in negotiation and influencing senior-level stakeholders.
• Experience with Salesforce and focus on critical metrics.

Responsibilities

• Manage fiduciary administration for assigned accounts, liaising with various stakeholders.
• Exercise professional judgment in discretionary decisions and risk management.
• Participate as a voting member in Trust Administrative Committee meetings.
• Ensure compliance with governing documents, laws, and internal policies.
• Collaborate with Private Bank partners to identify and develop fiduciary business opportunities.
• Oversee specialized fiduciary account processes, including opening and closing accounts.
• Deliver high-quality customer interactions and experiences.

Benefits

• Comprehensive health and wellness programs.
• Retirement savings plans with company matching.
• Professional development and training opportunities.
• Flexible work arrangements.
• Employee assistance programs.