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.
- They are seeking a dynamic, innovative individual to oversee all the bank’s accounting functions.
- This senior leader will have a track record of providing successful growth strategies for various banks.
- They will guide the organization’s financial area toward growth and expansion.
- This position offers a competitive salary of up to $120K + Bonus and a full benefits package. (This is a remote position)
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