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Trust Officer

Company: Mt. Washington Pediatric Hospital
Location: Denver
Posted on: February 25, 2021

Job Description:

ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. Hiring Pay Range ---$75,000 - $85,000 / Annually Benefits packageoffered, subject to eligibility requirements, includes:

  • Company subsidized Medical, Dental, and Vision Insurance available for Employee, Employee +Spouse, Employee +Child(ren), and Employee +Family
  • Healthcare and Dependent Care Flexible Spending Account
  • Health Savings Account and Limited Purpose Flexible Spending Account for High Deductible Health Plan (HDHP)
  • Company Provided Employee Life, Employee AD&D, and Long-Term Disability Insurance
  • Supplemental Life Insurance for Employee, Spouse, and Child(ren)
  • Supplemental AD&D Insurance for Employee and Spouse
  • Short-Term Disability
  • Discretionary Annual Bonus and 401(k) Match
  • Paid Vacation, Sick, and Holiday Time
  • Employee Banking Services ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, or any other status. SUMMARY Administers a varied portfolio of trusteeships, conservatorships, agency, and custodial accounts following trust/agreement guidelines using sound fiduciary principles. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
    • Maintains a current knowledge and compliance with Bank Secrecy Act (BSA) requirements.
    • Managing the client relationship, monitoring the compliance and trustee requirements, participate in the coordination of the operations and investment process to ensure correct procedures, accuracy, and timeliness requirements are being met.
    • Working knowledge of estate planning, trust, and legal concepts with experience in reading and understanding estate plans and the tax implications of executing the plan.
    • Strong background in basic to advanced financial concepts including tax, legal, investments and planning.
    • Expanding customer base through networking and sales calling with an emphasis on developing strong relationships with attorneys. May be required to speak at group functions or events.
    • Developing sound working relationships with customers, employees, and legal and investment professionals in all aspects of trusteeships and fiduciary agreements.
    • Maintain active communications with clients to ensure client's needs are being met.
    • Participating in community involvement activities to enhance Bank's visibility, image, and reputation.
    • Delivers quality of service as defined by department standards.
    • Administers the routine trust, agency and custodial accounts and may assist with estates. The complexity of accounts increases with years of experience.
    • Reviews proposed and current estate plans to assess appropriateness to client's objectives and the viability of ANB to act as trustee.
    • Present to trust committee requests for distributions with explanation of suggested course of action with validation from the pertinent language of the governing trust document.
    • Work with settlors, trust beneficiaries, and portfolio managers to assist in determining account objectives that are consistent with the language of the trust document.
    • Maintain current knowledge of investments, tax, and legal issues affecting the fiduciary industry.
    • Meet with clients and prospects and centers of influence inside and outside of the bank. Ability to travel to ANB Bank/customer locations, including potential overnight travel. Up to 20% of time may be spent traveling.
    • Work with other ANB Bank personnel to create awareness of services provided by ANB Financial Services in an effort to grow trust and investment portfolio management business.
    • Attend and participate in client development events and bank sponsored community events.
    • Performs duties under minimal guidance and direction of the Financial Services President. Requirements EDUCATION and/or EXPERIENCE Four-year college or university degree with emphasis in finance, accounting, and marketing; or minimum of 6 years related experience and/or training; or equivalent combination of education and experience.

Keywords: Mt. Washington Pediatric Hospital, Denver , Trust Officer, Accounting, Auditing , Denver, Colorado

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