TRUST OFFICER

The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer inquiries.

Trust Officer Essential Functions
* Comply with Trust policies and procedures
* Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts
* Assist with set personal goals and targets
* Review customer account transactions daily
* Oversee / schedule client distributions / bill payments
* Schedule client meets on periodic basis
* Review financial / investment markets daily
* Prepare / review customer documentation and agreements
* Manage personal workload/workflow
* Administer Trust relationships appropriately
* Conduct regular investment review of portfolio with Investment Officer
* Administer Guardianship accounts
* Administer Custodian accounts
* Assure appropriate management of IRA's and funds
* Assure accurate / timely settlement of Estates
* Respond to Employee Benefit inquiries appropriately
* Develop a high community profile
* Initiate and author client correspondence
* Cultivate potential referrals from exist accounts
* Analyze accurate customer needs
* Recommend investment / trust alternatives
* Perform presentations / meets with prospects
* Finalize new agreements with customers
* Coordinate and prepare information for RFP requests
* Cross sell other Bank products and services
* Recommend improvements to procedures
* Maximize technology tools available
* Assure accurate information passed to Trust Operations
* Oversee system cod on individual accounts
* Self-learn / knowledge of Microsoft Office / Trust Account System
* Self-learn / knowledge of Internet & Email
* Minimize departmental non-payroll costs
* Adhere to stated Trust department fee schedules
* Minimize nonstandard fee schedules
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment


QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

Bachelor's Degree business / finance / related preferred

Work Experience

8 - 12 years relevant experience preferred
customer service or sales experience preferred


General Supervisory/Manager Knowledge, Skills, and Abilities

Working proficiency in:

* Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
* Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
* Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
* Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
* Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
* Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
* Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
* Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters

Additional Knowledge, Skills and Abilities

-Team player
-Excellent organizational and time management skills
-Ability to analyze financial data
-Strong client relationship management skills
-Excellent interpersonal and communication skills

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