Trust Officer

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities.

Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center / Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity / Equity / Inclusion Council, Career Growth, Work / Life Balance, AND MORE.

Supervisory Responsibilities : Assigned Wealth Specialist(s)

Summary : Manage assigned client accounts. Meet with clients to determine their needs and objectives. Implement financial and investment plans for clients.

Develop additional business from existing clients and from referrals. May be responsible for complex and larger accounts.

Essential Duties and Responsibilities :

• Develop new business for the trust department.
• Establish investment objectives for all assigned accounts and implement investment plan with the investment officer.
• Meet with clients regularly to review activity, investment objectives and performance.
• Maintain an environment of fiduciary compliance at all times
• Participate in the development of a personal business plan annually
• Approve and authorize disbursements from assigned accounts as needed.
• Attend to administrative detail of all assigned accounts.
• Communicate effectively with clients, advisors and our team
• Participate actively in department meetings.
• Participate in public and community events.

Knowledge, Skills, and Abilities :

• Develop and sustain personal leadership skills.
• Current understanding of investment management services and investment products.
• Knowledgeable in tax, retirement planning and estate planning.
• Strong communication and presentation skills.
• Must have proven interaction skills with clients.

Minimum Qualifications :

• College graduate. Post graduate training preferred (JD or MBA).
• 2-5 years of trust administration or similar experience
• Specialized skill in area of expertise.
• Professional designations preferred (CPA, CFP, CTFA).
• Department hours are Monday-Friday 8 : 00-5 : 00. Must have schedule flexiblity.

What do I do now?

• Apply with us!
• Refer this opening to others!

Disability Accommodation Statement

Centier Bank is an Equal Employment Opportunity / Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process.

If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at redacted or send us an email at redacted .

Equal Opportunity Employer : Disability / Veteran

Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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