The purpose of this position is to manage the trust accounts of First United Bank and Trust Company. The position will administer Trust relationships, as well as network and build relationships. Responsible for helping customers understand the trust document we administer for their benefit and how the trust assets fit within their overall financial plan. Responsible for building relationships and providing sound fiduciary guidance.
The primary duties and responsibilities will include but are not limited to the following:
Position will have shared responsibility for managing relationships, including Trust administration and interface with clients, attorneys and CPAs.
Produce and organize all necessary and requested materials for regulatory authorities and auditors and provide onsite responses and support during examinations and audits.
Prepares reports for Trust Committee meetings.
Ensures all accounts meet federal and local banking requirements, laws and regulations.
Administer trust account according to its legal purpose and directions, paying as spelled out in trust agreement, making investments of principal, loans when permissible, and completing all necessary tax forms.
Responsible for the supervision of the institution’s trust department
Coordinates investment of trust assets
Oversees report of trust activities
Assists or manages institution bond portfolio and other investments; usually including cash and Federal Funds position
Oversees the operation of the Bank’s Investment Brokerage Department
Serves as a member of the Asset-Liability Management Committee
The applicant must have strong interpersonal, verbal and written communication skills. Must have good organization, time management, and people skills. The individual should be capable of working in a team environment as well as the ability to work independently. Positive attitude and the ability to multitask are required. Should be proficient in Microsoft Word and Excel; professional course work in related trust discipline. 4-year degree in related discipline required (advance degree preferred) with knowledge of investments. Should have a minimum of 5-years of experience in Trust Department, or related industry, in administration, investment and management.
First United Bank and Trust Company is a real community bank, formed in 1996 to fill a need for traditional, personal banking in the area. Today, even though we’ve grown, our roots remain in community banking. Our focus is to support the communities we serve with the best possible products and services. But equally as important, is our support of the quality of life and economies in our market, no...t only financially, but through hard work and volunteerism.
We live in the communities we serve. Our staff is our bank family, and we are proud to have every member. We employ only the best, well-trained bankers, insuring our service to our customers is second to none. Our products and services are progressive, as we pride ourselves on staying up to date with constantly changing technology.
Our customers know us, they call us by name and call on us, individually, when they need help. We help them start out in life with a first house, a first car or even a first business. Or, we save them from the arms of big banks and bring them home to personal service and a real relationship. This is what we were built to do; it is our purpose.