Job Summary: The Bank Trust Officer will provide customers with expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing trust documents. Duties/Responsibilities: Assists customers with formation of new trust accounts, providing advice concerning types of trusts and arrangements that are best suited for the situation. Collaborates with customer’s attorney to draft legal documents specifying trust and estate provisions, duration, and other matters. Collaborates with the bank’s investment analysts to choose appropriate investments based on long-term financial goals and the best interests of the beneficiaries; ensures that fiduciary judgment is followed in investment of the trust. F
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