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Senior Trust Officer

Position ID: JMS/AZsrtrust
Location: Phoenix AZ

Senior Trust Officer

 

Our client is one of the oldest family-owned Community Banks with over 100 years of history. They are expanding due to high demand for their services. Over the past 5 years the Trust Department has grown anywhere from 23% to 40% per year. The growth goal of the Trust Department over the next 5 to 7 years is to outgrow the bank assets.

 

They are looking for a Senior Trust Officer to develop and maintain a book of high net worth business, meet with key clients to maintain relationships and provide trust, estate, and wealth planning advice. They will need to handle the account administration and service to the clients, develop relationships internally to gain referrals, externally develop a strong COI in the market, and invest themselves within the community.

 

The desired candidate will possess:

  • 5+ years of hands on trust administration experience
  • Strong understanding of Trust & Estate Planning
  • Have a track record of successful growth and retention
  • Can manage and communicate with multi-generational clients
  • Demonstrate heavy involvement in the community
  • JDorCTFA desired

 

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 JMS/AZsrtrust in the subject line.

 

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

 

NO CALLS PLEASE

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