Trust Officer III

Trust Officer III Jobs

What does a Trust Officer III Do?

Administers a portfolio of complex and large trust accounts and develops business relationships with client. Facilitates internal service coordination to resolve issues and respond to client requests. Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues. Generates new business with existing clients. Provides consultation on financial and wealth management matters. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Contributes to moderately complex aspects of a project. Work is generally indepen ... dent and collaborative in nature. Typically requires 4 to 7 years of related experience. More
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