Jobot
Sr.
Trust Officer - Fremont, CAThis Jobot Job is hosted by:
Brett TolmieAre you a fit? Easy Apply now by clicking the Quick Apply button and sending us your resume.
Salary:
$100,000 - $140,000 per yearA bit about us:
REMOTE 90% of the time - required to come into the office at least twice a month and live within a reasonable distance to Fremont, CA.
Our client is a very well-established and one of the oldest and locally owned banks in the Bay Area.
They were founded over 50 years ago and they offer a wide range of services including personal and business banking, SBA, construction, multifamily, lines of credit and commercial loans.
They also handle trust services, estate planning, retirement planning and wealth management.
With over 20 branches and 800
employees, they continue to grow their business.
Aside from generous compensation and benefits packages, they also offer tremendous stability and growth potential.
Why join us?Generous compensationComprehensive benefits packageTremendous stability and growth potential REMOTE 90% of the time - required to come into the office at least twice a monthJob DetailsCurrently they are looking to add a Senior Trust Officer with 10
years of relevant trust experience who can come into the office in Fremont, CA at least a couple of times a month and live within a reasonable distance.
Responsibilities:
Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business.
Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg.
9 Compliance Services monitoring.
Understand the nuances of the discretionary review process and participate in such evaluations.
May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates.
Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise.
Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities.
Contribute to the fostering of a strong team oriented positive culture; provide expertise and skill development support to other members of the team.
Identify and escalate opportunities for process improvement.
Generate new business for Trust ServicesRequirements:
7
years of experience in the trust industryBS/BA degree from accredited college or universityCTFA or CFP designation preferred Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust lawComputer literateDemonstrates cross-selling skillsStrong verbal, written and interpersonal skillsFlexible to travel different branches in the bay area and work remotelyInterested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
InsuranceFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
Trust Officer - Fremont, CAThis Jobot Job is hosted by:
Brett TolmieAre you a fit? Easy Apply now by clicking the Quick Apply button and sending us your resume.
Salary:
$100,000 - $140,000 per yearA bit about us:
REMOTE 90% of the time - required to come into the office at least twice a month and live within a reasonable distance to Fremont, CA.
Our client is a very well-established and one of the oldest and locally owned banks in the Bay Area.
They were founded over 50 years ago and they offer a wide range of services including personal and business banking, SBA, construction, multifamily, lines of credit and commercial loans.
They also handle trust services, estate planning, retirement planning and wealth management.
With over 20 branches and 800
employees, they continue to grow their business.
Aside from generous compensation and benefits packages, they also offer tremendous stability and growth potential.
Why join us?Generous compensationComprehensive benefits packageTremendous stability and growth potential REMOTE 90% of the time - required to come into the office at least twice a monthJob DetailsCurrently they are looking to add a Senior Trust Officer with 10
years of relevant trust experience who can come into the office in Fremont, CA at least a couple of times a month and live within a reasonable distance.
Responsibilities:
Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business.
Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg.
9 Compliance Services monitoring.
Understand the nuances of the discretionary review process and participate in such evaluations.
May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates.
Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise.
Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities.
Contribute to the fostering of a strong team oriented positive culture; provide expertise and skill development support to other members of the team.
Identify and escalate opportunities for process improvement.
Generate new business for Trust ServicesRequirements:
7
years of experience in the trust industryBS/BA degree from accredited college or universityCTFA or CFP designation preferred Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust lawComputer literateDemonstrates cross-selling skillsStrong verbal, written and interpersonal skillsFlexible to travel different branches in the bay area and work remotelyInterested in hearing more? Easy Apply now by clicking the Quick Apply button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From HomeAbout the Company:
Jobot Company Size:
500 to 999 employeesIndustry:
InsuranceFounded:
2018Website:
https:
//jobot.
com/.
Estimated Salary: $20 to $28 per hour based on qualifications.
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