Trust Clerk jobs in Utah

Hello, I am Brenda Lambert, and I am the VP Personal Trust Manager for the Bank of Utah. Bank of Utah is one of Utah's largest community banks. At Bank of Utah relationships matter. We take pride in the fact that we know our customer names and they know ours!

We are currently looking for a Trust Officer This position will be located at 50 S. 200 E. Salt Lake City, UT. This position is responsible for trust account administration and new business acquisition.

To qualify for this Trust Officer position you must have:  

• 5 yrs. experience in Personal Fiduciary Responsibilities.
• CTFA preferred.
• Computer literacy; Trust software programs, Word, Excel, and Outlook.
• Proven and excellent customer service skills.
• Organization and prioritization skills.

Benefits of Working with Us:

Bank of Utah's comprehensive benefits package promotes health and wellness, financial well-being and career growth. A few highlights include:

• Great work-life balance, with a Monday-Friday schedule
• 401(k) plan and match up to 5 percent, plus opportunities to participate in our employee stock ownership program (eligibility requirements must be met)
• Incentive pay
• 12 paid bank holidays earned vacation and sick time
• Training opportunities for new employees
• Learning incentives to expand your banking knowledge and grow in your career (including opportunities to learn about all of our departments, such as mortgage, branch operations, commercial lending, personal trust, corporate trust, compliance, payments processing and more)
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

This Trust Officer position requires you to:

• Supervise customer accounts. Set priorities with supporting personnel, where applicable, to establish deadlines, review status of non-routine/deadline sensitive projects.
• Review fee schedule of assigned accounts for adequacy and competitive position as needed.
• Responsible to insure accurate, efficient, and profitable administration of Customer Trust Accounts.
• Inform and educate client on applicable tax liabilities.
• Responsible for managing unprofitable, obtaining new, and retaining existing profitable accounts for the Bank.
• Responsible to co-ordinate with assigned financial advisors the investment of customer funds.