Sr. Personal Trust Officer

JOB OVERVIEW

The Sr. Personal Trust Officer manages investor relationships, providing expert financial advice in the areas of trust, investments, tax planning and private banking. This individual also develops new personal trust business by providing exceptional service and sensible advice.

The Sr. Personal Trust Officer administers various trusts; provides expert financial advice in the areas of trust, investments, tax planning and private banking. This role manages a portfolio of existing clientele, including relationships that are: "of high value" and "high visibility" for the corporation, in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs), and works within a team to solicit, develop, service and retain client relationships.

The position title typically progresses from Trust Relationship Manager through Sr. Personal Trust Officer based on the advisor’s education, certifications and experience with estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management.

PRINCIPAL ACCOUNTABILITIES

Accountable for the retention, development and growth of a portfolio of personal trust relationships for the assigned client base in one or more geographic regions. Operate in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) requirements. Responsible for quality and timeliness of administration and documentation of trust account activity. Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank’s commitment to the communities we serve through active involvement in local organizations and events.

Do you want to hear more?

Thanks,

Colin Mahoney, Sr. Talent Acquisition Specialist

Horizon Bank

312-316-9289