Wealth Management Trust Specialist

Provides high quality customer service by responding to telephone inquiries, requests and problems for an affluent client base where the bank is acting as trustee, agent or custodian. Resolves problems and errors and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being monitored within designated authority levels. Knowledgeable about trust related products and trust systems used. This position is generally the first point of contact for clients being serviced by an administrative team.

Basic Qualifications

- Associate's degree, or equivalent work experience

- Two to five years of experience in client/customer service, and fiduciary activities

Preferred Skills/Experience

- Thorough knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust services

- Thorough knowledge of fiduciary services and compliance/regulatory reporting

- Thorough knowledge of systems and procedures, as well as operations areas and responsibilities

- Strong problem-solving and negotiation skills as well as the ability to handle basic to difficult customer calls

- Proven commitment to high quality customer service

- Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service

- Excellent interpersonal, verbal and written communication skills