Chief Fiduciary Officer

Trust Department Leadership Role

Small enough to care. Big enough to deliver.

Responsibilities

Private Wealth Management

• Provides leadership and guidance related to the fiduciary administration oversight of Trust Services which includes :
• Ensuring compliance with industry best practices and regulatory exams;
• Ensuring continued improvements in best practices;
• Providing specialized Trust service and assistance, answering questions, resolving complaints, etc;
• Developing and producing customer correspondence and follow-up calls;
• Communicating effectively to make sure the team is aware of changes within the department and more broadly within the industry;
• Helping oversee Trust Policy enhancements and follow-through;
• Helping develop leadership and strategy within the team.
• Oversees all Fiduciary (Trust) matters for Private Wealth.
• Oversees all operational and processing areas for Private Wealth in conjunction with the Director, Private Wealth.
• Serves as Chair for Trust Administrative Committee.
• Sits on Trust and Trust Investment Committees.

Relationship Development

Qualifications

Compensation Range

The Perks!

RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve.

Let's build something great, together.