Senior Trust Officer amp Relationship Manager

Profile

Senior Trust Officer & Relationship Manager
Responsibilities: Delivers the following core wealth relationship management services: Comprehensive plan development with each client. Thoroughly interviews clients to identify gaps between their current circumstances and where they need to be. Financial Planning. Tax Planning. Administrative Reviews. Serve as member of Trust Administration Committee (TAC). Tier client list and manage time to ensure focus on highest value activity. Meet with clients at least annually and lead meeting preparation process. Use support resources appropriately to complete a high volume of unique client commitments. Collaborate seamlessly with Portfolio Managers and team members to ensure there is cohesion, and that all relevant internal parties have the information needed to support the client. Ensure client documentation is current with changing circumstances, for example, obtaining powers of attorney, updating beneficiary designations, entity corporate authorities. Oversee Trust Administration and adhere to individual trust terms. Bring a depth and breadth of knowledge in interpreting complex estate plan documents. Ensure adherence to all policies, procedures and regulations and emphasizes and contributes to strong compliance, risk management and control environment. Partners with Portfolio Managers, Client Advisors, Administrators and other team members to manage client relationships, often serving as the lead client team member. Initiates regular contact with clients and also responds promptly to ad hoc requests for individualized distributions, tax forms, reports and any specialized commitments to the client. Actively participates in new business generation, expanding existing relationships as well as developing new relationships. Achieves annual recurring revenue goals as prescribed by Business Unit Head, based on the Senior Relationship Manager’s client base and business unit objectives. Collaborates with internal Centers of Influence, including retail, commercial and mortgage officers, and external Centers of Influence to foster highest value referral sources. Represents CNWM in the community. Introduces and educates clients on diverse range of CNB products to support clients’ comprehensive financial needs with the Bank (deposits, mortgage products, lines of credit, etc).

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