Job Details


WNB Financial Location: Winona, MN Job Title: Vice President, Trust Manager Overview: The Vice President Trust Manager is responsible for the management of the trust department supervising the coworkers in the areas of personal and corporate trust, estate and financial planning, retirement plan services, trust administration and operations. Develops, manages and administers accounts as assigned. Ensures that department goals are met and trust business is conducted according to bank policy and federal law. Understands and completes job responsibilities in accordance with federal and state compliance regulations. Responsibilities: Sales and Service 50% 1. Responsible for new business development for self and the department 2. Responsible for service delivery to the trust client base by ensuring compliance with defined standards of service 3. Ensures client investment portfolios are in line with investment committee’s guidelines 4. Manages assigned Trust Client relationships 5. Meets with and prepare written communication to owners/beneficiaries to review client accounts 6. Reviews account transactions, direct disbursements, allocates income, and prepares monthly account reviews 7. Develop new business through client and internal referrals, COIs, and Private Financial initiatives Management 20 % 8. Sets budget and manages profitability of trust and retirement plan services 9. Supervises and manages Trust department co-workers 10. Trains, appraises and coaches co-workers 11. Makes recommendations for co-worker hiring, promotions, goal setting and work plans, and wage adjustments 12. Responsible for the management and administration/updating of the business continuity plans and program Trust Operations 20 % 13. Ensures development, implementation and maintenance of all trust policies and procedures 14. Responsible for the oversight of ongoing regulatory compliance within the trust department 15. Oversees Trust department administrative procedures 16. Coordinates staff utilization of approved systems, provided resources and equipment 17. Organizes and reviews fiduciary tax preparation process with tax vendor as necessary for Trust clients Additional Duties and Responsibilities 10% 18. Externally promotes the bank and trust services through networking and events 19. Serves on Bank committees as needed 20. Participates in internal and external training and development opportunities as required 21. Other job related duties necessary to carry out the responsibilities of this position Requirements: Four-year college degree in accounting, finance, business or equivalent desired. Five years personal trust administration experience required. Three years of supervisory experience required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills (add, subtract, multiply, divide, fractions, percentages, decimals); legible handwriting. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by Chief Wealth Management Officer Deadline: 03/31/2022 How to Apply: Apply by sending your resume to [email protected] or visit our website at: https://recruiting.paylocity.com/recruiting/jobs/Details/736253/WNB-Financial-NA/VP-Trust-Manager EEO/AA Employer/Vets/Disability

WNB Financial

Location:
Winona, MN

Job Title:
Vice President, Trust Manager

Overview:
The Vice President Trust Manager is responsible for the management of the trust department supervising the coworkers in the areas of personal and corporate trust, estate and financial planning, retirement plan services, trust administration and operations. Develops, manages and administers accounts as assigned. Ensures that department goals are met and trust business is conducted according to bank policy and federal law. Understands and completes job responsibilities in accordance with federal and state compliance regulations.

Responsibilities:
Sales and Service 50% 1. Responsible for new business development for self and the department 2. Responsible for service delivery to the trust client base by ensuring compliance with defined standards of service 3. Ensures client investment portfolios are in line with investment committee’s guidelines 4. Manages assigned Trust Client relationships 5. Meets with and prepare written communication to owners/beneficiaries to review client accounts 6. Reviews account transactions, direct disbursements, allocates income, and prepares monthly account reviews 7. Develop new business through client and internal referrals, COIs, and Private Financial initiatives Management 20 % 8. Sets budget and manages profitability of trust and retirement plan services 9. Supervises and manages Trust department co-workers 10. Trains, appraises and coaches co-workers 11. Makes recommendations for co-worker hiring, promotions, goal setting and work plans, and wage adjustments 12. Responsible for the management and administration/updating of the business continuity plans and program Trust Operations 20 % 13. Ensures development, implementation and maintenance of all trust policies and procedures 14. Responsible for the oversight of ongoing regulatory compliance within the trust department 15. Oversees Trust department administrative procedures 16. Coordinates staff utilization of approved systems, provided resources and equipment 17. Organizes and reviews fiduciary tax preparation process with tax vendor as necessary for Trust clients Additional Duties and Responsibilities 10% 18. Externally promotes the bank and trust services through networking and events 19. Serves on Bank committees as needed 20. Participates in internal and external training and development opportunities as required 21. Other job related duties necessary to carry out the responsibilities of this position

Requirements:
Four-year college degree in accounting, finance, business or equivalent desired. Five years personal trust administration experience required. Three years of supervisory experience required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills (add, subtract, multiply, divide, fractions, percentages, decimals); legible handwriting. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by Chief Wealth Management Officer

Deadline:
03/31/2022

How to Apply:
Apply by sending your resume to [email protected] or visit our website at: https://recruiting.paylocity.com/recruiting/jobs/Details/736253/WNB-Financial-NA/VP-Trust-Manager EEO/AA Employer/Vets/Disability