Town and Country Bank is seeking a Sr. Trust Officer to manage the administration of personal trust accounts, including estates, trusts, guardianship, investment agency and retirement plan administration accounts. The Officer will represent Town and Country Bank professionally and knowledgeably when making connections with customers, attorneys, beneficiaries, and other related parties. This position may be worked out of any of our Illinois business markets, including Springfield, Bloomington, Jacksonville, Decatur, Quincy, Lincoln, Edwardsville or Fairview Heights.
ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values – Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team.
ESSENTIAL FUNCTIONS AND DUTIES: · Develops, manages and maintains fiduciary and investment-oriented client relationships. · Utilizes fiduciary knowledge and relationship building skills to exceed client expectations. · Engages clients when presenting recommendations in the areas of personal trusts, investments, and retirement plan administration. · Administers trust accounts of average to complicated complexity. · Works alongside trust personnel to ensure policies and procedures are developed and periodically updated as needed. · Develops relationships with potential clients that allow for a thorough understanding of their financial and personal needs. · Engages and educates colleagues in areas of expertise to provide knowledge of products and services. · Maintains flexibility and focus to ensure client needs are linked with other client providers when appropriate.
QUALIFICATIONS: · Minimum of 5-7 years bank experience, preferably in trust. · Candidate should possess, or demonstrate the ability to acquire trust administration expertise, strong investment acumen, and excellent customer service skills. · Excellent written, oral and presentation skills are required. · Working knowledge of Microsoft Office applications and banking systems.
EDUCATION: · Bachelor’s degree in related field of study, preferably finance or business or related job experience. · Advanced certification JD/CTFA/CFA/CFP/QKA/RPS preferred. · Technical knowledge of investments, tax, legal and trust operations usually acquired through formal education and/or related experience.
About Town and Country Bank
We’ve got the concept of community in the fabric of our organization. We’re woven into Central Illinois, just like you. It’s comforting to know that your banking atmosphere offers the things you’ve come to know as home: a genuine smile, a concern for your needs, and breathe-easy surroundings.
It’s refreshing, right?
So, what do you want in life? Start that new business you’ve sketched out? Make university-life more than a brochure on your desk? Open the door to your family’s new home? Maybe you just want to log into online banking and feel good about what you find there.
Well, we’re ready. If you are too, walk side by side with Town and Country Bank. We’d love to have you stop by and share a conversation with any of our employees.