Trust Officer-Trust & Estate Settlement

Serve as a corporate fiduciary for trust and probate estates after a client’s death, administering complex fiduciary matters and interpreting legal instruments to fulfill the bank’s responsibilities. Manage post-death trust and estate administrations to a high professional standard, resolve legal and tax issues, and provide high-touch client communication. Partner with the field sales team to retain and grow high-net-worth client relationships while meeting individual and team sales goals and maintaining compliance.