Trust Officer

DescriptionWe seek an approachable, polished, customer focused and knowledgeable Trust Officer who has the desire to be coached and developed. The successful candidate will have a track record of enhancing customer relationships, management of Trust accounts and prospecting in a banking environment. This position reports to the Managing Director of Trust and works onsite M-F at our Kilmarnock, VA branch.Position Purpose:To develop and utilize knowledge and skills to effectively administer Trust relationships, manage a large custodial relationship and promote growth of the BRB Trust Department. This position has the opportunity for growth and development including ongoing coaching, training, and certifications.Responsibilities:Effectively utilize time to accomplish growth and profit objectives for the Trust Department.Generate new fee Incomes.Develop and enhance customer financial relationships through a proactive financial check-up focused on prospective and existing customers.Proactively contact customers to promote client retention.Partner with other lines of business to educate internal partners about Trust Services to facilitate introductions of the Trust Officer to bank wide clients.Promote Blue Ridge Bank products and services by identifying customer needs and conducting public presentations to educate the community accordingly.Oversee and perform management of assigned Trust accounts.Primary contact for large custodial relationship.Community involvement is a fundamental aspect of the position. The candidate is expected to actively pursue board appointments to broaden the BRB Financial Group brand.Assist with other duties as assigned.Create value for the bank and its employees.Be a good teammate.Live our core values.Organizational Relationship:This position reports to the SVP, Managing Director of Trust.Position Administration:Job Code: First /Mid-Level Official & ManagementFLSA: ExemptRequirementsEducation and Certifications:A college degree is strongly preferred.Skills:Three (3) years of Business Development or relevant experience.Experience within Banking or similar field.Superior customer focus and service.Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook, etc.).Strong organizational skills and attention to detail.Strong decision-making/problem resolution skills.Strong analytical skills.Strong verbal and written skills to effectively communicate in the English language. required.Abilities:Ability to learn trust accounting software.Ability to build and maintain relationships with accounts while providing exceptional customer service.Ability to work all branch hours, onsite in our Kilmarnock branch.Ability to be coached and developed, including required trainings and certifications.Ability to work within a team environment.Ability to read and comprehend simple instructions, short correspondence, and memos.Ability to read and interpret Trust documents, procedure manuals, general business correspondence, and/or journals, or government regulations.Ability to deal directly with the public, on the phone or face to face, following the Bank’s Customer Service Standards.Preferred Qualifications:Three (3) years of relevant experience.
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