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About the Role
BSNB is seeking a transformational leader to shape the future of credit strategy and risk management as the Vice President, Trust Officer. This position is a key member of the growing Wealth Management Solutions team.
Responsibilities
- Administer trust, estate, agency, guardianship, and other fiduciary accounts in accordance with governing documents and applicable laws and regulations.
- Develop and maintain strong, long-term relationships with clients, beneficiaries, attorneys, accountants, financial advisors, and other professional advisors.
- Serve as a primary point of contact for assigned trust and estate clients and respond promptly and professionally to questions and requests.
- Review trust documents, wills, estate plans, account agreements, and other legal documents to determine the bank's responsibilities and obligations.
- Monitor account activity, distributions, tax requirements, and other fiduciary matters.
- Coordinate with attorneys, accountants, executors, beneficiaries, and other parties involved in estate and trust administration.
- Review and approve discretionary distributions in accordance with governing documents and bank policy.
- Develop relationships with attorneys, CPAs, financial advisors, business owners, and other centers of influence.
- Generate referrals for trust, estate, investment management, and other Wealth Management services.
- Participate in client and prospect meetings.
- Assist in preparing proposals and presentations for prospective clients.
- Support the overall growth and profitability of the Wealth Management division while maintaining appropriate fiduciary standards.
Requirements
- Minimum 5 years of experience in trust administration, estate planning, wealth management, banking, financial services, with a demonstrated understanding of fiduciary principles and financial concepts required.
- Demonstrated track record to manage multiple client relationships and priorities effectively required.
- Experience with investment management and portfolio review.
- Excellent interpersonal and client-service skills.
- Strong written and verbal communication skills.
- Demonstrated ability to exercise sound judgment and maintain confidentiality.
- Strong organizational skills and attention to detail.
Skills
- Trust administration
- Estate planning
- Wealth management
- Financial services
- Fiduciary principles
- Financial concepts
- Client relationship management
- Investment management
- Portfolio review
- Interpersonal skills
- Client service
- Written communication
- Verbal communication
- Judgment
- Confidentiality
- Organization
- Attention to detail
Experience Level
- Minimum 5 years
Education Level
- Bachelor's degree in finance, business, accounting, economics, or a related field; equivalent experience may be considered.
About the Company
- Join a growing, nationally recognized financial institution and make a difference in the communities where you live and work! Ballston Spa National Bank (BSNB) is seeking a transformational leader.
Equal Opportunity
- BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law.
- BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.
- We thank all applicants for their interest and will contact those candidates who are under consideration.