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First Security Bank & Trust

Charles City, Iowa

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First Security Bank & Trust

Charles City, Iowa

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Citizens State Bank of Arlington

Arlington, South Dakota

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First Security Bank & Trust Logo
First Security Bank & Trust

Charles City, Iowa

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BofA Securities, Inc.

New York, New York

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Craft3

Portland, Oregon

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Coastal Carolina National Bank

Myrtle Beach, South Carolina

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Farmers State Bank

St. Ansgar, Iowa

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Farmers State Bank

Mason City, Iowa

West Bank

West Des Moines, Iowa

Colorado Housing And Finance Authority (CHFA)

Denver, Colorado

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Bankers Trust

Des Moines, Iowa

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Bankers Trust

Des Moines, Iowa

Arundel Federal Savings Bank

Glen Burnie, Maryland

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The First National Bank of Newtown

Newtown, Pennsylvania

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Bankers Trust

Des Moines, Iowa

West Bank

West Des Moines, Iowa

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FAIRFAX STATE SAVINGS BANK

FAIRFAX, Iowa

Martha's Vineyard Bank

West Tisbury, Massachusetts

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Craft3

Portland, Oregon

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Coastal States Bank

Durham, North Carolina

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Wealth Management Trust Officer
  JOB SUMMARY Fulfills fiduciary responsibilities of Lone Star National Bank (LSNB) by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals. ESSENTI


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