Job Description

Trust Officer

Countybank

Location: Greenville, South Carolina (on-site)

Ready to make a meaningful impact in a dynamic, client-focused environment? We're seeking a detail-oriented and driven Trust Officer to join our collaborative team. In this role, you'll play a vital part in supporting the Bank's operations, from managing a book of c li ent r e l a ti on s h i ps wit h ad m i n is t r a t i v e and r e l a ti on s h i p m anage m ent r e s pon si b il it y , having dec isi on m ak i ng au t ho r i t y r ega r d i ng c li ent account m anage m en t involving complex and sensitive personal, business, tax and investment matters , and having expectations of identifying and closing additional trust and/or investment management services relationships. This person will be accountable for the retention of their portfolio of Trust, Estate, Agency and Individual Retirement Account (IRA) accounts and the delivery of exceptional fiduciary services and maintaining long-term client relationships.

A commitment to embracing our corporate culture while serving clients, communities, and fellow associates is essential to the success of this position.

Key Responsibilities:

• Deliver quality service to a book of trust clients through a proactive contact process based on defined standards of service.
• Manage client account administrative needs and investment portfolios in line with standards set by department policy and procedures, account documents, South Carolina statute, Federal regulations; the client's investment objective and investment committee's guidelines.
• Maintain current understanding of bank and department policies and procedures, and regulations as they relate to Fiduciary issues and communicate information to Trust team.
• Be a resource for bank employees in complex trust prospect situations.
• Participate in both the new account acceptance process as well as closing processes as required.
• Assist in the audit and examination process and coordinate any required responses.
• Participate in Trust Investment Committee and Trust Administrative Committee.
• Generate new business, while not the sole focus of this position effort in this area is expected.
• Maintain current understanding of regulations as they relate to Fiduciary and Investment issues.
• Represent the Organization by being active in the community by actively participating in service organizations, community activities, etc. to promote a positive organization image and to generate leads for the new business efforts.

Education and Experience:

• Bachelor's degree in business, Finance, Accounting or related field; or equivalent work experience
• CTFA certification preferred
• Minimum of 3 years Trust Administrative experience preferred; or any equivalent combination of education, training or experience which provides the required knowledge, skills and abilities.
• Knowledge of Trust and tax regulations and principals, compliance and other matters required
• Understanding of investment concepts and products available in the service market is preferred.
• Business Development experience preferred.

Abilities and Skills:

• Strong interpersonal skills required.
• Ability to maintain a positive and professional work environment is required.
• Knowledge of Microsoft Office products required

This is a full-time position in a smoke and drug-free workplace. Countybank offers a values-driven culture that supports associate growth, satisfaction, and professional success. Compensation commensurate with experience, education, and qualifications.

About Countybank

Our Mission: To Serve Our Clients, Our Communities, and Our Associates

Countybank began its service to the Greenwood community in 1933, when it was founded by a group of Greenwood businessmen as The County Bank. While the bank has evolved through its history to operate as a complete family of financial services, our core mission has never changed. We remain an independent, locally owned institution that is focused on meeting the financial needs of the families and businesses of Greenwood, Greenville, Greer, Simpsonville, Anderson and surrounding Upstate communities.

How We Give Back

The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments.

In addition to the Foundation's contributions, Countybank employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank volunteer with local charitable and civic organizations.

Learn More

Visit us at .

Job Tags

Similar Jobs