Chief Fiduciary Officer

Trust Department Leadership Position

Small enough to care. Big enough to deliver.

This role serves as a critical leadership position within the Trust Department including the direct supervision of key positions and the indirect supervision of assigned Trust Officers. This includes the fiduciary management and oversight of administration of Trust Services throughout the department footprint, as well as a visible leadership role within the community where the incumbent's primary office is located. This position is a member of the department's leadership team and works collaboratively with other department leaders to produce good financial results while maintaining appropriate risk management oversight.

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 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.