Senior Trust Officer

 Administers in accordance with the terms of the nominating instrument and in a manner consistent with the needs of principles, beneficiaries, and remaindermen.
· Contacts or corresponds with persons, agencies, and organizations that have an interest in any aspect of an account.
· Assists in developing new business and advises or consults with other officers on details of proposed plans.
· Analyzes the need of funds according to conditions of trust or needs of court ward or beneficiary.
· Coordinates and reviews the preparation and filing of federal and state tax returns for trusts. Establishes and maintains client data. Consults with client’s attorney from administrative perspective on drafting legal documents specifying details, conditions, and duration of trust.
· Reviews and approves discretionary payments of debts for trusts and the beneficiaries request for disbursements.
· Initiate and or assist in the marshalling and funding of new accounts.
· Interacts frequently with subordinates, peers and functional managers. Answers telephones, answers questions and directs callers to proper personnel. Operates personal computer to obtain and process data.
· Maintains strict confidentiality of all records and data received and produced.
· Responsible for compliance with all applicable company policies, state laws and regulations.
· Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the activities of employees including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training for specific trust department.
· Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account.
· Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer. Responsible for audit results from BSA/OFAC and Compliance Exams. Participate in required annual BSA/AML/OFAC and Compliance training.
· Exhibits objectively and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit.
· Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals.
· Represents the company in various, civic, community development, and CRA functions to further enhance the company’s image and develop additional business.
· Treats people with respect; keeps commitments; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions.
· Demonstrates knowledge of and adherence to EEP policy; show respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce.
· Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values; benefits the company through outside activities.
· Performs the position safely, without endangering health or safety to himself or herself or others, will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
· Develops, reviews, implements and recommends overall trust departments systems and procedures to department manager.
· Develops, follows and maintains trust department policies and procedures.
· All other duties as assigned.

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.