Can be located primarily in Maquoketa, IA or Marion, IA.
To apply for this position, go to our website Ohnward Bancshares, Inc.
Do you love being where the action is? Enjoy meeting new people and working in your community? Then we have the job for you! We are looking for employees ready for fun and getting the job done. We have the best customers and coworkers around that feel more like family and friends, and where fun just never ends! We look for can-do attitudes and willing to learn. Come be a part of a great company!!
POSITION SUMMARY
The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. The Trust Relationship Officer helps clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives.
KEY ORGANIZATIONAL RELATIONSHIPS
DUTIES AND RESPONSIBILITIES
Essential Duties and Responsibilities
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client Service:
New Business Development: Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources as well as actively participate in sales team meetings and event-driven marketing activities.
Fiduciary Excellence: Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries.
Support Team Members: Work closely with Investment Managers and team members to support clients' needs.
Performs other duties as assigned.
SKILLS AND ABILITIES
To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
EDUCATION AND EXPERIENCE
BENEFITS
Stakeholder Bonus
Health Insurance
Dental Insurance
Retirement Plan (401k) 3% Safe Harbor Contribution + Discretionary Contribution
10 Observed Holidays
PTO
Group Term Life provided
Short Term Disability - 100% provided by company
Long Term Disability
Maternity/Paternity Leave 100% of pay
Community Involvement
Pay-It-Ohnward Company Giving Program
Grilling for Charity Community Donations
Thank God Its Monday (TGIM) Company Event
To apply for this position, go to our website Ohnward Bancshares, Inc.
Equal Opportunity Employer
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