Trust Officer – To $120K + Bonus – Orlando, FL – Job # 3309
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our community bank client is seeking to fill a Trust Officer role in the greater Orlando, FL area.
This position offers a competitive salary of up to $120K + Bonus and a full benefits package.
Trust Officer responsibilities include:
- Has general investment supervision of accounts.
- Maintains contact with present trust customers.
- Solicitation of new relationships.
- Assists with the solicitation of new accounts.
- Administers a certain group of trust accounts.
- Supervises: Administrative Assistant
- Comply with all Information Security and Cybersecurity related policy & procedures.
Who Are You?
You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
- Five (5) years administering personal trust accounts or related fiduciary and/or banking experience.
- CFA (Chartered Financial Analyst) preferred
- CTFA (Certified Trust and Fiduciary Advisor) preferred
- Undergraduate Degree in a related field or five (7) years equivalent in combined experience and education.
- Professional designation preferred.
- On-going course work will be required.
- Ability to resolve customer problems through knowledge of banking systems, processes and products.
- Strong understanding of sales process and proven business development skills.
- Excellent Sales and negotiation skills.
- Excellent verbal and written communication skills.
- Excellent sales and customer skills.
- Able to organize and prioritize work responsibilities in order to accomplish assigned goals.
- Strong problem solving skills.
- Self-motivated and works independently with little supervision.
- Strong interpersonal skills and the ability to work efficiently with all levels of internal customers.
- Strong computer skills and proficient with Microsoft Office.
- Must display confidentiality, honesty, integrity and professionalism at all times.
- Attention to detail and accurate in completing tasks.
The next step is yours. Email us your current resume along with the position you are considering to:
resumes@symicorgroup.com
