SUMMARY OF POSITION:A Trust and Wealth Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Trust clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary advisor for a portfolio of clients.
PRIMARY RESPONSIBILITIES:- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
- Effectively manage client portfolios. Administer and manage client trust portfolios consistent with the Firm's policies while meeting the financial needs of clients.
- Review transaction report to verify accuracy of transaction description, posting to appropriate account and identification of any unusual transactions for suspicious activity.
- Respond to client inquiries/requests and respond to internal referrals.
- Participate in or conduct various meetings with fiduciary/investment management clients and prospects for fiduciary/investment management services.
- Attend TAC meetings, DTC meetings and/or TIC meetings as well.
- Prepare New Account Acceptance documents, present for approval and facilitate account being opened on the System and file structure with operations staff.
- Review and approve submitted new accounts.
- Prepare encroachment requests.
- Conduct reviews of trial balance report for overdrafts and cash positions.
- Update completed ticklers.
- Complete annual account reviews.
- Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
- Assist other team members as needed to ensure delivery of distinctive service.
- Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:- College degree is preferred - finance or business-related field.
- Minimum of 10 years' experience in financial services; with experience preferably in trust investment or wealth management.
- Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
- Knowledge of federal banking regulations and compliance.
- Knowledge of Trust products, service, policies, and procedures.
DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:- Excellent interpersonal skills, including verbal and written communication skills.
- Ability to work independently and prioritize daily tasks.
- Effective analytical and mathematical reasoning skills with a strong attention to detail.
- Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
- Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
- The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: EXEMPTDATE: 07.01.2026
