TRUST CLIENT SERVICES ASSOCIATE JR

Stock Yards Bank - Louisville, KY (30+ days ago)3.5


Stock Yards Bank & Trust Company is a wholly owned subsidiary of Stock Yards Bancorp, Inc. (NASDAQ; SYBT), with company assets totaling just over $3 billion. Founded in 1904, Stock Yards Bank & Trust has evolved from a small bank serving the Louisville livestock industry to a nationally recognized bank known for exceptional service and financial performance. Our capabilities align well with those of national banks, but our focus has always been building a strong relationship with our customers while providing an engaging work environment for our employees. Stock Yards Bank & Trust employs over 600 people and has consistently received recognition for being one of the best places to work in Kentucky.

Since 1904, Stock Yards Bank & Trust has become one of the region's premier community banks - renowned for the close, personal attention that distinguishes us from other financial institutions in our market. Our bank actively seeks individuals to help us build trusted partnerships and further our success. We are pleased to announce there is an opportunity for you to advance your achievements as a Trust Client Services Associate Jr. while helping us further our success.

As a Trust Client Services Associate Jr., your day will be filled with opportunities to provide assistance and direction to Trust Administrative, Investment Officers and customers with account relationships activities and business operations. Trust and banking/finance experience with strong communication skills is important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.

Responsibilities

Daily responsibilities include, but are not limited to, the following:

Provide assistance and direction to Trust Administrative, Investment Officers and customers with account relationships activities and business operations.
Routinely respond to trust and investment questions and have preliminary knowledge of trust, investment and estate planning concepts.
Exercise independent judgment in regarding account matters, such as requests or questions, disbursement requests, determining appropriate documents needed; interpreting trust documents and disbursing funds within limits of certain types of trusts.
Anticipate customer and officer needs in all situations; proactively identify problem areas for improvement.
Communicate directly with customers, internal and external, either verbally or in writing.
Anticipate client and officer needs in all situations, proactively identify problem areas, research problems and resolve issues.
Participate in client reviews.
Maintain accounts from set up to closing, appropriately alerting officer of important changes and/or issues.
Draft client communications using knowledge and experience to determine appropriate response.
Prepare customer presentations for existing clients based upon portfolio type.
Assist with required client annual reviews and clearing exceptions on accounts.
Maintain services standard activities, COI activities, and other required calling activities.
Provide office coverage and support in emergency situations.
Perform other duties as assigned

Job Requirements

The successful candidate will have the following qualifications:

High School Diploma or GED Equivalent; BA/BS preferred
2-5 years’ work experience in trust department or related field
Proficient computer application skills in word processing and spreadsheets (Word, Excel)
Ability to learn trust system
Knowledge of investment, fiduciary, and estate planning concepts
Independent decision making ability within limits set by the Trust Department
Excellent problem solving skills
Excellent communication skills, both written and verbal, with all levels of personnel and clients
Strong grammar, spelling and business writing skills
Ability to generate positive client relationships
Ability to prioritize and organize heavy volumes of work
Ability to function independently in a multi-task environment, as well as part of a team
Ability to maintain confidentiality
Must be detail oriented
Professional appearance and demeanor

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.