POSITION SUMMARY:
Assumes responsibility for all phases of Personal Trust Services.
Works directly with vendors, clients, and the branches to develop new business and client relationships.
Has responsibility for the administration of assigned trust accounts and contacts customers, attorneys, and beneficiaries relating to those accounts.
ESSENTIAL FUNCTIONS:
Manage assigned and/or newly acquired Trust accounts
• Study the managing document to determine the terms, responsibilities, and duty of the Bank.
• Set up documentation for new accounts.
Maintain relationships with present clients.
• Coordinate administrative functions with attorneys, co-trustees, investment advisors, and CPA’s.
New Business Development
• Work with lenders and branch staff to conduct joint sales calls.
• Represent the Bank in community service clubs.
• Compose and present trust proposals.
• Responsible for cross-selling Bank products.
• Work with Marketing to develop campaigns and statement stuffers.
Special Assignments and Projects
• May assist Personal Trust Manager or Trust Service Director with product and vendor review.
• Attend Trust Committee meetings.
• Stay abreast of applicable regulations and internal policies regarding the Trust Services Business.
MORE ABOUT THE ROLE:
Skills needed
• Requires strong customer service orientation.
• Must be self-motivated.
• Requires excellent written and oral presentation skills.
Employees are to adhere to all applicable regulatory compliance and personnel policies in the fulfillment of the specific duties of the position including Bank Secrecy Act (BSA), Compliance, Information Security, and Code of Ethics.
Employees are required to complete all online compliance and regulatory courses.
SALARY GRADE: 42
*Macatawa Bank's full position description is available upon request.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
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