Job Description

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. They will also recommend investment/trust opportunities, review client accounts regularly, remain current on tax, regulatory, and financial legislation, and resolve customer inquiries. Essential Functions Comply with Trust policies and procedures Analyze and interpret legal documents to determine the best course of action in managing individual accounts Assist in setting personal goals and targets Review customer account transactions daily Oversee scheduling of client distributions and bill payments Schedule periodic client meetings Review financial and investment markets daily Prepare and review customer documentation and agreements Manage personal workload and workflow Administer Trust relationships appropriately Conduct regular investment reviews with the Investment Officer Administer Guardianship and Custodian accounts Ensure proper management of IRAs and funds Ensure accurate and timely settlement of Estates Respond appropriately to Employee Benefit inquiries Develop a strong community profile Initiate and author client correspondence Cultivate potential referrals from existing accounts Analyze customer needs accurately Recommend investment and trust alternatives Perform presentations and meet with prospects Finalize new agreements with customers Coordinate and prepare information for RFP requests Cross-sell other bank products and services Recommend procedural improvements Maximize technology tools available Ensure accurate information transfer to Trust Operations Oversee system coding on individual accounts Self-learn and maintain knowledge of Microsoft Office and Trust Account System Self-learn and stay updated on Internet & Email Minimize departmental non-payroll costs Adhere to Trust department fee schedules and minimize nonstandard fees Additional Essential Functions Ensure compliance with company policies, procedures, and regulations Navigate Microsoft Office and department-specific software efficiently Work effectively as part of a team Operate on-site equipment appropriately Safety and Health for Supervisors with Direct Reports Provide leadership for safety and loss prevention programs Support employee participation in safety initiatives Ensure proper reporting of safety issues and accidents Assist in implementing emergency procedures Qualifications To successfully perform this role, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made for disabilities. Preferred Education Bachelor's Degree in Business, Finance, or related field Preferred Work Experience 8-12 years of relevant experience, including customer service or sales Knowledge, Skills, and Abilities Ability to identify problems, evaluate information, and suggest solutions Effective resource allocation skills Decisiveness and judgment in tasks within authority Ability to develop and evaluate alternative courses of action Effective communication skills Active listening and comprehension skills Leadership and motivational skills Understanding of procedures, regulations, and policies Additional Skills Team player Excellent organizational and time management skills Financial data analysis skills Strong client relationship management skills Excellent interpersonal and communication skills Northwest is an equal opportunity employer committed to creating an inclusive environment for all employees. #J-18808-Ljbffr Northwest Consumer Discount Company

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