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Trust Officer

Position ID: KF/VAtrustofficer
Location: Greensboro NC
Roanoke VA
Washington DC
Winston Salem NC

Trust Officer

 

This position is in Virginia. 

 

Our client is a well-respected community bank with a rich history in SE VA and Tennessee, just under $1B in assets and more than 20 branches.

 

The bank has no silos between Wealth Management and other bank business lines so there is a team approach to managing trust and private wealth clients. Employees are treated like family and enjoy a good work/life balance.

 

Management has a background in trust portfolio management and has been with the company for more than 10 years.

 

The bank is looking for a Trust Officer to administer an acquired book of business ($75mm) and drive new business by internally partnering with different bank business channels and external relationships. The role is open due to a retirement.

 

A competitive salary is offered with an excellent incentive and referral compensation program combined with outstanding benefits.

 

The desired candidate will possess:

5+ years' experience in trust

The ability to leverage new centers of influence

Strong knowledge of client-facing personal trust administration, financial planning and investment management strategies

Proven ability to generate referrals across bank business lines

CFP or CTFA desired but not required

Ability to work with special needs trusts and rural family accounts

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

 

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code KF/VAtrustofficer in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code KF/VAtrustofficer 

 

NO CALLS PLEASE

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