Full Time Trust Officer - Adams Bank & Trust

Signing Bonus May Apply

We are currently looking for a full time Trust Officer who can be located in Nebraska or Colorado. Flexibility to travel to customers between states is necessary. A law degree is preferred but not required for the role. We offer a competitive benefits package; including paid time off, 401k match, and health insurance.

POSITION SUMMARY: Develops and retains profitable personal and corporate trust business.

PRIMARY DUTIES AND RESPONSIBILITIES: (90%)

1. Administers various trust accounts including Estates, Personal Trusts, Conservatorships, Qualified Retirement Plans and IRAs, Personal and Corporate Agencies, and Escrows as provided under the governing instrument in accordance with Bank policy, established practice approved procedures and legal constraints.
2. Works in conjunction with active and potential trust customers and their legal and accounting advisors to develop or improve the customer's individual and/or business estate planning or other trust related business.
3. Participates in the Bank's business development activities. Sustains relevant relationships with the local market area legal and accounting professionals as well as the insurance, real estate and brokerage community to enhance and garner business opportunities. Proactively networks and seeks referrals.
4. Establishes the overall direction of Trust Department aligned with Bank objectives. Develops, implements and executes strategies for profitable growth. Identifies current and potential markets. Develops and implements plans and programs to respond to those developments and target desired trust markets. Develops and executes targeted marketing plan.

SECONDARY DUTIES AND RESPONSIBILITIES: (10%)

1. Completes reports on weekly departmental objectives.
2. Assists with Bond payments where the Bank is Paying Agent and Registrar.
3. Stays current on pertinent market and regulatory developments.
4. Other duties, as may be assigned.

The statements contained in this job description describe the general nature and level of work being performed by the person accepting this role. "Secondary Duties and Responsibilities" are considered incidental or secondary to the overall purpose of the job. This job description does not state or imply the only duties and responsibilities assigned to this job. Employees holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability.

MANAGEMENT SPECIFIC

1. Ensures that employees have clear goals and responsibilities consistent with bank culture and core values.
2. Supports ongoing implementation of the Performance Management system, utilizing tools and attending training sessions.
3. Works with direct report(s) to set performance standards that are specific and measurable.
4. Provides specific performance feedback, positive and corrective, as soon as possible after the event and formally at least once a year. Deals firmly and promptly with performance problems.

ROLE QUALIFICATIONS:

Education

• Bachelor's degree (B. A.) from four-year college or university
• Law degree helpful, but not required

Experience

• 5 years related trust, accounting or legal experience
• Or equivalent combination of education and experience

Other Skills/Characteristics

• Strategic Planning experience skills
• Attention to detail
• Professionalism/Confidentiality
• Business development/sales skills
• Microsoft Office/Quickbooks proficient

Performance Measures

• Represents the Bank in industry and professional associations, community organizations, local business groups, etc. and promotes the Bank's favorable image.
• Grows annual Trust revenue (TBD)

See job description for more details.