Partners with Private Client Relationship Manager in identifying, developing, generating and managing full service relationships. Helps expand client base with emphasis on client service and profitability. Responsible for the efficient administration of trust accounts for an affluent client base where the bank is acting as trustee, agent or custodian. Provides high level customer service to clients, attorneys and beneficiaries relating to these accounts. Assists in the administration of accounts in a manner that ensures compliance with legal requirements and monitors risk within designated authority levels.
1st - Daytime