Chief Fiduciary Officer
MidWestOne BankWest Des Moines, IA, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionManages a book of business within the department. Promotes and sells new business through proactive development of products and relationships with assigned accounts and target markets for Trust. Aids in the development of enhancements which increase the sales staff's ability to deliver service and bring in additional business to the Trust division. Establishes and maintains relationships with key community contacts which enhance business development for the company with a specific focus on Trust. Participates in sales meetings, identification of customers and prospects, business development calls, referrals, tracking, submittal of reports, etc. Participates in Trust relationship efforts and account management. Refers business to other departments outside of own expertise : home mortgage, investment services, and commercial banking. Participates in community activities and assumes leadership roles where appropriate. Performs other duties as assigned. Bachelor's degree or equivalent combination of post high school education and related work experience. Juris doctor (J.D.) degree preferred but not required. In addition to education in the field of business, a minimum of 10 years of related fiduciary / trust services work experience is required or a combination of education and experience. Banking or financial experience is required. Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental / Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs : Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts Take Your Dog to Work Day in June Employee Rally Day- a day of celebration and recognition!
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.
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Officer Officer • West Des Moines, IA, US