Job Description

Job Description

DESCRIPTION: Hilltop Bank’s Trust & Wealth Management Department is a full-service Trust department. Officers are responsible for the administration of Revocable and Irrevocable Trusts, Estates, Conservatorships, Investment Management Accounts and IRAs.

PRIMARY DUTIES/ RESPONSIBILITIES:

• Attract, grow, and retain a portfolio of trust relationships
• Personal trust and estate administration
• Investment management
• Facilitate client meetings and presentations
• Compliance with state and federal regulations and department and bank policies
• Provide opportunities for relationship building by involving oneself in civic and community organizations and industry related groups

QUALIFICATIONS:

• Excellent client relationship skills
• 3+ years of Trust Administration and/or Estate Administration experience or Bachelor’s degree in related field with less than three years Trust/Wealth Management experience
• CTFA or other related certification desired
• High level of accuracy, detail oriented
• Proficiency with Microsoft Word, Excel

This is a Full-Time Position

Hilltop Bank is an EEO Employer

No established salary range

No Recruiters Please.

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