At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities to thrive. We proudly work to provide extraordinary customer service and products to help our customers achieve their goals.

We are currently seeking a Trust Officer to join our Wealth Management team. As a Trust Officer, you will be responsible for account management, business development, investment management, and consultative selling.

A successful candidate will have:

• Strong experience in trust and estate planning, tax law, and investment management
• Exemplary customer service experience
• Strong relationship management, sales, and business development skills
• Strong attention to detail and time management skills
• Confident and articulate communication skills, both verbally and written
• Experience with obtaining sales goals and objectives
• Initiative and strong work ethic
• Problem resolution and analytical thinking skills
• Ability to effectively build and maintain relationships with Emprise associates, vendors, professional contacts, and customers
• Credibility to provide reliable and accurate financial information for recommendations
• An understanding of and commitment to our values

Essential functions of the role:

Account Management

• Maintain ongoing business relationships with an emphasis on high standards of personal service
• Review and interpret legal documents for administrative purposes
• Communicate with outside professionals and oversee filing of necessary court documents
• Introduce administrative matters to trust committee
• Document external assets and monitor investments for compliance
• Ensure that taxes are filed and expenses are paid on a timely basis
• Provide administration of Trust/Estate settlement
• Approve beneficiary distributions
• Conform with applicable state statutes and Uniform Trust Code

Business Development

• Develop new business and cross-selling opportunities of all bank products and services with both new and existing clients to expand fee income
• Develop and maintain referral networks with outside professionals

Investment Management

• Establish and maintain client relationships
• Evaluate and respond to client needs
• Work with clients to develop an investment objective and strategy
• Demonstrates tax law knowledge

Consultative Selling

• Qualify potential customers, build rapport, and establish trust with client
• Apply product and market knowledge by effectively presenting solutions to meet customer objectives
• Manage and document sales process

Other duties as assigned within the scope and responsibility of the job.

• College degree or level of education that, together with industry experience, enables the applicant to meet the job requirements
• Two years of trust experience required
• JD, CPA, or CTFA preferred
• Legal, accounting, or financial planning experience preferred
• Proficiency with large server based applications and typical desktop software

In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!

At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.

To learn more, please visit our website at www.emprisebank.com.

Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.