Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships.
CRBT is looking for a Trust Officer to join our team. The key attributes of this position are under the direction of department manager, has responsibility for business development and management of client relationships. Responsible for the administration of assigned trust, agency and estate accounts. Will work closely with investment group to implement strategies and maintain compliance with policies. Expected to pursue and develop new relationships with clients, solicit new business from present and prospective clients and cultivate internal and external referral sources and centers of influence.
To be considered for this position applicants should have three plus years of experience with investment management, particularly within a trust department, preferred. CFA or CFA candidate, plus bachelor's degree in accounting, finance, math or other related field, or equivalent working experience preferred.
Cedar Rapids Bank & Trust is a relationship-driven organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality. We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees.
Pre-Employment credit check, background check & drug screen is required.
Visit https://www.crbt.bank/ to learn more about our company.