Chief Fiduciary Officer

Trust Department Leadership

Small enough to care. Big enough to deliver.

Responsibilities

Private Wealth Management Responsibilities

• Provides leadership and guidance related to the fiduciary administration oversight of Trust Services which includes the following :
• Ensures compliance with industry best practices and regulatory exams;
• Ensures continued improvements in best practices;
• Provides specialized Trust service and assistance, answer questions, resolves complaints, etc;
• Develops and produces customer correspondence and follow-up calls;
• Communicates effectively to make sure the team is aware of and on top of changes within the department and more broadly within the industry;
• Helps oversee Trust Policy enhancements and follow-through;
• Helps 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

Hiring Pay Range : $150,000 to $220,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction.

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.