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Job Posting Details
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Harris Bank see all jobs
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Senior Trust Administrator I
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| Compensation: Competitive |
| IL-Chicago
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At our company, we have been helping our customers and communities for over 125 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
Harris is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.
The Senior Trust Administrator will have responsibility for the management of client trust and investment accounts including and assuring that the specific requirements as outlined in the account/trust agreement are fulfilled. Acts as the relationship manager to assigned clients and effectively interacts with others assigned to the client/relationship team. Utilizes the integrated suite of services to develop new and expand existing private banking, trust, investment and brokerage. Provides leadership, resolves problems, and motivates team in order to accomplish the business unit's profit plan.
Duties and accountabilities include:
- Work with Trust Counsel, TRESA, and Trust Tax professionals in order to assure proper documentation and administration decisions.
- Work with outside attorneys, co-trustees, accountants and other professionals to effectively administer trust accounts in accordance with the terms of each account's governing document.
- Responsible for the profitability and growth of all assigned relationships in accordance with the Market and overall Private Bank strategy.
- Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings.
- Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services.
- As part of Personal Trust team, responsible for achieving annual sales goal.
- Plan client calls effectively and systematically and monitor client base for opportunities to leverage existing relationships.
- Provide consistently superior service by exceeding clients' expectations while understanding and complying with Harris policies and governmental regulations.
- Adheres to, and ensures colleagues' compliance with, all regulations and governing legislation, and to all internal procedures and policies; communicates all changes in laws and policies to appropriate individuals.
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Requirements:
- Bachelors Degree
- Expert knowledge of financial services industry, products, and team selling
- Professional Certifications and/or Advanced Degrees Preferred: CFP, CPA, CFA, CTFA
- minimum 7 years job-related experience
- Excellent sales skills and financial planning abilities
- Excellent written/oral communication skills
- Excellent client service and relationship management skills
To explore this opportunity to join Harris N.A., visit our website and apply for position #68851 at www.harrisbank.com.
Harris thanks all applicants. We advise only those who qualify for an interview will be contacted.
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