Trust Advisor I-Small Relationship Specialist (Olney, MD) (Hybrid)
Trust Advisor I-Small Relationship Specialist (Olney, MD) (Hybrid)
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Job Description
The Trust Advisor Small Relationship Specialist is responsible for developing deepening and maintaining relationships with investment management clients trust clients beneficiaries and other interested parties for an assigned book of business. This role will be assigned a higher number of small less complex relationships that can be serviced on a more reactive basis than a traditional Trust Advisor book of business. The Trust Advisor is responsible for assuring compliance with all Bank policies and procedures as well as applicable regulations.
Position Accountabilities
- Perform and coordinate client estate planning.
- Perform detailed trust administration.
- Conducts simple needs assessment with current customers and provides on-going advice and counsel.
- Develop and maintain long-term client relationships by providing excellent customer service.
- Handle daily incoming customer calls and inquiries in a professional manner.
- Develop referral sources and secure new customers in effort to assist with the business development strategy.
- Maintains contact with existing clients beneficiaries and referral sources on an on-going basis to identify new or additional sales opportunities.
- Identifies and refers business to other areas within the Bank as appropriate.
- Maintain and service existing clients.
- Work with investment tax and legal professionals to meet client needs goals and objectives.
- Adhere to all applicable laws and regulations governing bank operations including compliance with Atlantic Union Bankshares BSA/AML Policy and Procedures.
- May have some sales responsibility commensurate with experience and composition of book of business.
Organizational Relationship
This position reports to the Executive Director of Trust
Position Qualifications
Education & Experience
- Bachelors degree in finance or related field.
- CFP CTFA CPA MBA or law degree preferred.
- One to five years of experience in financial services preferably in a bank trust environment with trust and estate laws and regulations experience.
Knowledge & Skills
- Superior customer service skills.
- Knowledge of financial planning and estate planning techniques.
- Knowledge of investment theory investment types and strategy
- Customer Service oriented friendly and persuasive personality.
- Proven analytical skills.
- Excellent written oral and interpersonal skills.
- Effective communicator.
- Well organized.
- High degree of accuracy with attention to detail required.
- Superior time management and problem solving skills.
- Ability to work independently as well as within a team environment.
Salary offered will be based on several factors including but not limited to education work experience certifications etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
