Trust Officer jobs in Carmel, IN

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TRUST OFFICER
  • Northwest Opportunities
  • FISHERS, IN FULL_TIME
  • The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.

    Location will for this position could be in Muncie or Fishers, Indiana.

    Trust Officer Essential Functions
    • Comply with Trust policies and procedures
    • Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts
    • Assist with sett personal goals and targets
    • Review customer account transactions daily
    • Oversee / schedule client distributions / bill payments
    • Schedule client meets on periodic basis
    • Review financial / investment markets daily
    • Prepare / review customer documentation and agreements
    • Manage personal workload/workflow
    • Administer Trust relationships appropriately
    • Conduct regular investment review of portfolio with Investment Officer
    • Administer Guardianship accounts
    • Administer Custodian accounts
    • Assure appropriate management of IRA's and funds
    • Assure accurate / timely settlement of Estates
    • Respond to Employee Benefit inquiries appropriately
    • Develop a high community profile
    • Initiate and author client correspondence
    • Cultivate potential referrals from exist accounts
    • Analyze accurate customer needs
    • Recommend investment / trust alternatives
    • Perform presentations / meets with prospects
    • Finalize new agreements with customers
    • Coordinate and prepare information for RFP requests
    • Cross sell other Bank products and services
    • Recommend improvements to procedures
    • Maximize technology tools available
    • Assure accurate information passed to Trust Operations
    • Oversee system cod on individual accounts
    • Self-learn / knowledge of Microsoft Office / Trust Account System
    • Self-learn / knowledge of Internet & Email
    • Minimize departmental non-payroll costs
    • Adhere to stated Trust department fee schedules
    • Minimize nonstandard fee schedules
    • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
    • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
    • Work as part of a team
    • Work with on-site equipment


    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

    Bachelor's Degree business / finance / related preferred

    Work Experience

    8 - 12 years relevant experience preferred
    customer service or sales experience preferred


    General Supervisory/Manager Knowledge, Skills, and Abilities


    Working proficiency in:


    • Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches 
    • Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest’s strategic plans 
    • Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion 
    • Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning 
    • Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience 
    • Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information 
    • Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
    • Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters 

    Additional Knowledge, Skills and Abilities

    -Team player
    -Excellent organizational and time management skills
    -Ability to analyze financial data
    -Strong client relationship management skills
    -Excellent interpersonal and communication skills

    #LI-JB1

    #LI-hybrid

  • 7 Days Ago

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TRUST OFFICER
  • Northwest Bank
  • Carmel, IN FULL_TIME
  • DescriptionThe Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting...
  • 9 Days Ago

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Trust Officer
  • Security Federal Savings Bank
  • Carmel, IN FULL_TIME
  • DescriptionThe Trust Officer develops new business and manages accounts for which the financial institution acts as trustee, court-appointed financial guardian, estate personal representative, investm...
  • 1 Month Ago

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TRUST OFFICER
  • NORTHWEST BANK
  • Fishers, IN FULL_TIME
  • The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer i...
  • 1 Month Ago

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VP and Trust Officer
  • The National Bank of Indianapolis
  • Indianapolis, IN FULL_TIME
  • Purpose of the Position Responsible for providing high net worth clients with professional trust and related account administration services. The teammate provides the highest quality of service to ev...
  • 1 Month Ago

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Loan Officer
  • The Fountain Trust Company
  • Covington, IN FULL_TIME
  • The Fountain Trust Company, a $679 million-dollar community bank with 16 locations in west-central Indiana, is searching for a motivated professional to join our Loan team. This is a full-time positio...
  • Just Posted

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0 Trust Officer jobs found in Carmel, IN area

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Finance Analyst - Product
  • Masco Corporation
  • Indianapolis, IN
  • Purpose: This position is an addition to our growing Finance team! The Finance Product team serves as a trusted advisor ...
  • 3/29/2024 12:00:00 AM

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Territory Account Manager
  • IntelinAir, Inc
  • Indianapolis, IN
  • Job Description Job Description Intelinair is seeking a talented Territory Manager! At Intelinair we exist to help growe...
  • 3/29/2024 12:00:00 AM

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Transaction Advisory Services (TAS) Tax Director
  • KSM (Katz, Sapper & Miller)
  • Indianapolis, IN
  • Description We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Throug...
  • 3/27/2024 12:00:00 AM

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Account Manager
  • Indy Division (CNR-IN)
  • Carmel, IN
  • 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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SAP EWM Solutions Architect
  • GyanSys Inc.
  • Indianapolis, IN
  • GyanSys is seeking an SAP EWM Solutions Architect to join our growing SAP Supply Chain Logistics practice. We offer a dy...
  • 3/26/2024 12:00:00 AM

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Director Advisory Services
  • Baker Hill Solutions
  • Carmel, IN
  • Job Description Job Description Baker Hill, a renowned leader in providing cutting-edge financial technology solutions, ...
  • 3/25/2024 12:00:00 AM

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Entry Level Account Executive
  • ADP
  • Indianapolis, IN
  • ADP is hiring an Associate District Manager! Thanks for clicking! Let us tell you a little more... Do you love people an...
  • 3/25/2024 12:00:00 AM

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Associate Financial Advisor
  • Edward Jones
  • Greenfield, IN
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/9/2024 12:00:00 AM

Carmel occupies the southwestern part of Hamilton County, adjacent to Indianapolis and, with the annexation of Home Place in 2018, is now entirely coextensive with Clay Township. It is bordered to the north by Westfield, to the northeast by Noblesville, to the east by Fishers, to the south by Indianapolis in Marion County, and to the west by Zionsville in Boone County. The center of Carmel is 15 miles (24 km) north of the center of Indianapolis. According to the 2010 census, Carmel has a total area of 48.545 square miles (125.73 km2), of which 47.46 square miles (122.92 km2) (or 97.76%) is lan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$74,225 to $105,696
Carmel, Indiana area prices
were up 1.3% from a year ago