Trust Officer (Mount Dora, FL)

We have an immediate opening for a polished and professional full-time Trust Officer to become part of our Trust Department team. This position provides fiduciary support and expertise to meet the overall needs of clients in support of the integrated delivery of products and services. The incumbent works closely with other relationship and portfolio managers in defining client's requirements including legal and tax aspects, maintains client contact on an ongoing basis, is active in both the charitable and professional communities.

The hours are 8:00 a.m. – 5:00 p.m. Monday through Friday

Knowledge/Skills/Abilities:

• Ability to resolve customer problems through knowledge of banking systems, processes and products
• Strong understanding of sales process
• Excellent sales and negotiation skills
• Excellent verbal and written communication skills
• Professional, courteous and efficient when working with clients
• Able to organize and prioritize work responsibilities in order to accomplish assigned goals
• Independent self-starter who is efficient and effective in prioritizing, planning and organizing your daily work flow
• Ability to work efficiently with all levels of internal customers
• Proven business development skills
• Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, cash flow modeling, investments, and insurance
• Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts, and planning with trusts
• Must have excellent written and verbal communication and interpersonal skills
• Strong computer skills and proficient with Microsoft Office
• Detail oriented and accurate when completing tasks
• Must display honesty and professionalism at all times

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

This position is not subject to remote working opportunities and salary is dependent on experience.

Education and Experience Requirements:

• Five (5) years administering personal trust accounts or related legal and/or banking experience
• Undergraduate Degree in a related field or seven (7) years equivalent in combined experience and education
• Professional designation preferred

The First National Bank of Mount Dora is an Equal Opportunity Employer including disability and veterans.
The First National Bank of Mount Dora participates in the E-verify program as required by law.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• What experience do you have reviewing and interpreting tax and/or legal documents?
• Please explain what Estate and/or Financial Planning experience you have?
• What professional designations do you hold currently?

Experience:

• administering personal trust account: 5 years (Preferred)
• banking: 5 years (Preferred)

Work Location: In person