PRIVATE TRUST OFFICER / RELATIONSHIP MANAGER
JOIN OUR TEAM!
A rewarding career opportunity in a professional and fun work environment exists for you with WoodTrust Bank! We value every associate and appreciate the importance each role contributes to our success. We are currently seeking a motivated, detail-oriented associate for a Private Trust Officer / Relationship Manager position in our Personal Trust and Wealth Management department.
WHY WE’RE DIFFERENT
Did You Know? At roughly $5 billion in client assets under management and $600 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.
In addition to our pursuit of multi-generational client relationships, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing associates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!
A DAY IN THE LIFE OF A PRIVATE TRUST OFFICER / RELATIONSHIP MANAGER
As a Private Trust Officer / Relationship Manager, you will:
- Provide consistent, exceptional client service in both written and verbal communication
- Engage in client meetings as a key relationship contact
- Perform account administrative functions and client service requirements for Trusts, Agencies, IRAs and other related accounts assuring the specific requirements outlined in the account/trust agreement are fulfilled
- Work with outside attorneys, accountants and other professionals to effectively administer trust accounts in accordance with the terms of each account’s governing document
- Provide consistently superior service by exceeding clients’ expectations while understanding and complying with company policies, state statutes and governmental regulations
- Prepare account documentation for new/existing accounts and taking the lead to ensure client account documents are valid and current
- Complete preliminary and ongoing work related to recurring and discretionary distributions
This position is responsible for the management and administration of assigned relationships and accounts where the company acts in the capacity of guardian, personal representative, trustee or agent. You will collaborate with the Portfolio Manager in all aspects of client relationships. Effective client communication and relationship-building is necessary to ensure client needs are met and exceeded. Education or past experience should reflect this interest.
The Private Trust Officer / Relationship Manager will report directly to our Chief Trust Officer and will have significant interaction with other members of the client service team.
It is essential to observe the strictest discretion and confidentiality on the subject of accounts and activities of any kind of dealing with the bank and maintain a high level of enthusiasm and client awareness while conveying our confidence in the bank and the services that are offered.
EDUCATION AND EXPERIENCE
A Bachelor’s Degree is preferred; 2-4 years of banking or financial experience. Pursuit of the American Bankers Association (ABA) Certified Trust and Fiduciary Advisor (CTFA) designation and other financial certifications is supported and encouraged.
Proficiency with Microsoft Office suite; ability to adapt and utilize other forms of technology.
The position requires knowledge and experience in a broad range of financial, estate planning, trust administration, investment and insurance products and services. The position also requires knowledge of the fiduciary laws, rules and regulations governing the administration of Personal Trust accounts. As a key relationship manager, the associate must understand and function productively within a team concept and be able to adapt to a fluid environment. Other beneficial qualities include assertiveness, the ability to make timely decisions as well as take and give good direction. This position will require the person to work a minimum of 40 hours per week.
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development and formal education. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a 401(k) matching program along with a bank-wide annual bonus sharing program.
Please submit your application and resume by email to email@example.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.
WoodTrust is an Equal Opportunity Employer.