First National Bank Director, Trust Services in Fort Collins, Colorado
JobTitle: Director, Trust Services
Date Posted: 06/08/2016
Location: Fort Collins - Tower
City: Fort Collins
Remote Option: On location worksite required
Schedule: M-F 8-5
Full/Part Time: Full-time
Posting Category: Management
External Posting Code: CL
This position can be located in either Boulder or Fort Collins
The Director, Trust Services is accountable for providing expertise in fiduciary administration, leading a team of trust and administration experts, engaging centers of influence, expanding client relationships and supporting business development efforts for Wealth Management. The Director will support administrators with technical matters which appear in administering fiduciary, investment management and custodial accounts and also assist in implementing internal policies and procedures in compliance with state and federal regulations.
Leadership. Provide leadership to Personal Trust team by demonstrating expertise and providing guidance to team on fiduciary matters, aligning team members' strengths, skills, knowledge and abilities to ensure goals are met, developing and articulating actionable and attainable expectations/goals for team members, providing feedback, coaching and development opportunities to assist team members in improving skills and expertise, and holding team members accountable for their actions and outputs by providing recognition and/or corrective action as appropriate.
Expertise. Provide expertise in all areas of trust administration by assisting administrators with fiduciary and regulatory issues. Mentor and train other members of Wealth Management to foster a greater understanding and provide consistency across Wealth Management.
Account Administration. Administer assigned book of accounts professionally and in accordance with the terms of the governing legal document, department policies and procedures, and state and federal regulations. Complete administrative and/or investment reviews in a timely manner.
Relationship Management. Maintain familiarity with each beneficiary's or client's situation and communicate regularly. Adhere to established CRM principles and service standards, and foster a loyal client base.
New Business Development. Individually and in partnership with other Wealth Management team members, engage in business development activities to secure new target Wealth Management relationships through an advice-based approach. Such activities include proactively working the assigned book of business to deepen relationships, seeking out referrals from Wealth Management colleagues, networking and meeting with centers of influence, preparing trust and estate reviews, presenting to groups and organizations, and participating in new business meetings. In addition, identify and pursue opportunities to expand client relationships with First National Bank as a whole. Actively use CRM tools to document new business opportunities and referral activity.
Community Involvement. Be a visible and active representative of the First National organization in the community, offering service and time to philanthropic organizations to build strong community ties.
Professionalism. Exhibit professional behavior and promote positive and respectful working relationships among all members and levels of staff, adhering to the values of proactivity, urgency, integrity, accountability, and expertise. Apply the full extent of your capability to all projects, tasks, and assigned duties, and maintain regular and predictable
Compliance. Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws or regulations. Report any suspicious customer and/or account activity. If applicable, ensure direct reports meet the above requirements and take action to address employee performance issues.
Required Knowledge, Experience, Education, Physical Qualifications:
JD, MBA or CPA - JD highly desired
5-10 years of financial services or legal practice experience, with emphasis in the trust and/or estate planning area
General knowledge of banking and investment products/services
Strong leadership, management, and client service orientation and skills
Superb oral and written communication skills
Demonstrated discretion, sound judgment and decision making skills
Demonstrated mediation and problem solving skills
Demonstrated ability to manage sophisticated affluent client relationships and administer complex trust accounts
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
Click here to download 'EEO Is The Law' Self-Print Poster: https://firstnational.igreentree.com/CSSInternal/EEOCDocs/eeocposter.pdf
Click here to download 'EEO Is The Law' Supplemental: https://firstnational.igreentree.com/CSSInternal/EEOCDocs/eeocsupplement.pdf