A profitable and highly reputable bank is seeking a knowledgeable Trust Officer for their Southeast Michigan/Northwest Ohio team. Due to the experience of this team, this Trust Officer could have as little as 1-3 years of experience in trust or have numerous years of experience.
This person will assume a portfolio of trust accounts that he or she will provide holistic services, including financial planning, wealth transfer and tax strategies through the collaboration of their entire wealth practice. The Trust Officer will be responsible for managing and meeting client expectations through the proper administration of trusts, estates, IRAs and agency accounts with a service and relationship orientation.
The position will also be responsible for retention and expansion of existing accounts and the development of new wealth management business along with the promotion of other bank products and services. The ideal person will have the skills and knowledge to assemble a comprehensive financial plan for prospects or clients or will work with a CFP on the team to provide those serves.
This person must have a bachelor’s degree and for a highly experienced Trust Officer, they should possess a JD, CFP, CPA, CTFA or other related credentials.
Compensation will vary based on experience and consist of base compensation plus bonus and complete benefits.
Relocation is available for a candidate seeking to move to the SE Michigan or NW Ohio.
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