Trust Officer jobs in Blue Springs, MO

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TRUST OFFICER
  • Hawthorn Bank
  • Kansas, MO FULL_TIME
  • TRUST OFFICER SUMMARY Oversee a small book of trust and investment management accounts.  Responsible for the development and retention of personal trust and investment management business.  With the objectives of developing new accounts and quality service to customers.   ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Assist in establishing the overall direction of the Trust Department by implementing the Bank's objectives and defining the means for their attainment.   Contact potential customers to sell trust and investment management services; prepare and present proposals; conduct seminars and speak to target audiences about trust products and service.   Achieve sales goals by generating referrals from bank employees, estate planning attorneys, CPAs, networking, cold calling, and group presentations.   Administer various trust accounts as provided under the governing instrument in accordance with Bank policy, established practice approved procedures and legal constraints; maintain proper paperwork in client files; assist clients with a variety of requests.   Prepare initial trust abstract and annually review trust accounts; contact trust customers to review investment performance; gather relevant data and counsel and advise clients regarding estate planning; assist clients with transferring assets to trust accounts.   Review trust documents to ensure they are accurate and complete with all applicable legal requirements; prepare and submit bids to manage funds.   Conduct annual inspections of all commercial properties and tri-annual inspections of residential properties; prepares written reports detailing the inspections.   Gather data for accountants regarding trust clients’ tax returns; review completed tax forms.   Comply with all banking regulations, policies, and procedures.   Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.   NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following.  Other duties may be assigned. Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.   SUPERVISORY RESPONSIBILITIES None.   QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   EDUCATION and/or EXPERIENCE Possess a four-year college degree from an accredited university or institution with a major area of study in business administration, finance, or comparable discipline.   Possess a minimum of three years of professional work experience in trust administration, investment services, investment sales or the practice of law.  Preference may be given to individuals who have work experience in trust law.    LANGUAGE SKILLS Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.  Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.  Ability to write speeches and articles for publication that conform to prescribed style and format.  Ability to effective present information to top management, public groups, and/or board of directors.   MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.  Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.   REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.   OTHER SKILLS AND ABILITIES Must have the ability to operate PC and printer, copy and fax machines and telephone.  Must have good working knowledge of word processing and spreadsheet software programs.  Advanced PC knowledge.   KEY CONTACTS--Internal and External Has frequent to moderate contact with business leaders, accounting and legal professionals to promote Trust Department and bank products and services.   Has occasional contact with brokerage firms.  Has occasional contact with industry, trade and community groups regarding current business activities, opportunities and problems.   CERTIFICATES, LICENSES, REGISTRATIONS Valid driver’s license.   PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   While performing the duties of this job, the employee is regularly required to sit and talk or hear.  The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms.  The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, and ability to adjust focus.   WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   The noise level in the work environment is usually moderate.   COMMENTS Position may require occasional overnight travel to attend various training sessions.  Position requires the ability to work before or after normal business hours to attend various meetings and meet with clients.
  • 8 Days Ago

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Senior Trust Officer
  • Bank of America
  • Kansas, MO FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • Just Posted

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Deputy Juvenile Officer
  • Seventeenth Judicial Circuit of Missouri - Office of the Juvenile Officer
  • Harrisonville, MO FULL_TIME
  • The Juvenile Officer of the Seventeenth Judicial Circuit of Missouri has an immediate opening in the Cass County Juvenile Center for a Juvenile Officer I-II. The position is a full-time, state-paid po...
  • 12 Days Ago

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Warehouse Associate with Public Trust
  • IDC
  • Kansas, MO CONTRACTOR
  • Day-to-day Responsibilities: On-site (not telework eligible) contract inventory staff position at the client site in Lenexa, KS. Must be proficient in data entry for inputting box and searcher informa...
  • 12 Days Ago

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Inventory clerk with Public Trust
  • IDC
  • Kansas, MO CONTRACTOR
  • Day-to-day Responsibilities: On-site (not telework eligible) contract inventory staff position at the client site in Lenexa, KS. Must be proficient in data entry for inputting box and searcher informa...
  • 12 Days Ago

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CSR - Customer Service Representative
  • Community National Bank & Trust
  • Warrensburg, MO FULL_TIME
  • Bank Teller BASIC FUNCTION: Assure quality customer service in a friendly, accurate, and professional manner. Provide excellent customer service by conducting appropriate transactions and meeting the ...
  • 4 Days Ago

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0 Trust Officer jobs found in Blue Springs, MO area

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Valve Performance Engineer
  • Experitec
  • Lenexa, KS
  • Job Description Job Description Valve Performance Engineer Location: Lenexa, KS (Greater KC/MO Area) What does the Exper...
  • 3/28/2024 12:00:00 AM

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Business Banking Officer
  • Bank of Blue Valley
  • Lenexa, KS
  • Bank of Blue Valley, a division of HTLF Bank, is an equal opportunity employer committed to creating a diverse workforce...
  • 3/28/2024 12:00:00 AM

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Support Account Executive
  • Dynamic Consultants Group LLC
  • Kansas City, MO
  • Support Account Executive Location: Kansas City, MO Full-Time Job Description: DCG is a leading provider of Microsoft Dy...
  • 3/28/2024 12:00:00 AM

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Tax Manager| Private Client
  • FORVIS
  • Kansas City, MO
  • Description & Requirements FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and pla...
  • 3/27/2024 12:00:00 AM

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Account Manager
  • Kansas City Division (JER-KC)
  • Overland Park, KS
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/27/2024 12:00:00 AM

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Inside Sales Representative
  • Advisors Kansas City (JER-KC)
  • Lee's Summit, MO
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/26/2024 12:00:00 AM

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Commercial Banker II
  • Simmons Bank
  • Kansas City, MO
  • It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and ...
  • 3/25/2024 12:00:00 AM

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Accounts Receivable Analyst
  • Commenco
  • Kansas City, MO
  • Job Description Job Description Are you constantly seeking to learn and expand your knowledge? Do you enjoy predictabili...
  • 3/24/2024 12:00:00 AM

Blue Springs is a city located in the U.S. state of Missouri within Jackson County. Blue Springs is located 19 miles (31 km) east of downtown Kansas City and is the eighth largest city in the Kansas City Metropolitan Area. As of the 2010 United States Census[update] the population was 52,575, tying it for 10th largest city in the state of Missouri with St. Peters. Blue Springs is located at 39°1′4″N 94°16′28″W / 39.01778°N 94.27444°W / 39.01778; -94.27444 (39.017778, -94.274444). According to the United States Census Bureau, the city has a total area of 22.35 square miles (57.89 km2), of w...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$74,620 to $106,258
Blue Springs, Missouri area prices
were up 1.7% from a year ago