This description is intended to indicate the essential responsibilities of the position. It is not intended to be all-inclusive nor does this limit management’s right and responsibility to determine work assignments, reassignments, priorities, etc.
Responsible to retain and expand existing trust relationships and acquire new trust clients by identifying, developing and managing a portfolio of personal trust relationships and provide oversight in the development and expansion of personal trust line of business in the assigned location.
Under the general management of the Director, Personal Trust.
Essential Duties and Responsibilities:
Administer larger, more sensitive and higher profile Personal Trust Accounts.
Manage and oversee the performance of personal trust staff, includes conduct performance appraisals, monitor performance issues, plan for employee development and training, counsel, motivate, coach, mentor, etc.
Supervise and assist local staff in the administration of accounts assigned to them.
Develop and prepare budget for their assigned office.
Oversee compliance with company policies and procedures with in their location
Participate and assist in the development of new business prospects and confer with potential customers.
Knowledge, Skills and Abilities:
In addition to the list below, it is understood that all positions with the company require individuals who possess a pleasant and friendly attitude, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance. Core competencies have been identified as relevant to every position within the company and include: Ethics and Integrity, Listening, Business Acumen, Customer Focus, Approachable and Savvy, Action Oriented, Managing Time & Priorities, Work/Life Balance, Composure & Patience, Drive for Results, Self Development & Knowledge, Dealing with Change, Decision Quality, and Informing.
Demonstrates knowledge about how the organization operates
Knows how to accomplish objectives through formal and informal channels
Understands the origin and reasoning behind key policies, practices and procedures
Manages all kinds and classes of people equitably
Deals effectively with all races, nationalities, cultures, disabilities, ages and gender
Hires variety and diversity without regard to class
Supports equal and fair treatment and opportunity for all
Understands group dynamics and what people value and need to be successful
Building & Motivating Effective Teams
Blends people into teams when needed
Creates strong morale and spirit within the team
Shares wins and successes
Fosters open dialogue
Lets team members finish and be responsible for their work
Defines success in terms of the whole team
Invites input from each person
Shares ownership and visibility
Creates a feeling of belonging in the team
Is effective in a variety of formal presentation settings: one-on-one, small and large groups, with peers, direct reports and bosses
Commands attention and can manage group processes during the presentation
Can change communication tactics when something isn’t working
Education - Bachelor’s degree or equivalent in finance, accounting, management or a related field plus the completion of a respected trust school.
Experience - Over ten (10) years as a personal trust officer or specific trust related experience.
MBA or JD
Completion of the Cannon Financial Institute Trust School
Prior management experience
Work Hours Full time Monday - Friday