1st National Bank

Available jobs
Job Title: Trust Officer, Trust Business Development
Department: Trust & Investments
Supervisor:
Supervisees: None

Functions:
A. TRUST ADMINISTRATION
B. BUSINESS DEVELOPMENT - HOBBS AND SURROUNDING AREA
C. NON-VOTING MEMBER OF TRUST COMMITTEE
D. BACK D. UP FOR OTHER DEPARTMENT POSITIONS

A. Trust Administration

1. Responsible for acceptance of new business and presentation to Personal Trust and EB Manager and Trust Committee for approval.
2. Responsible for overall administration of assigned accounts, including trusts, estates, agencies, employee benefits, IRAs.
3. For new accounts, initiates new account set-up, including receiving assets from customer, completion of new account checklist and new account report. Verifies trust operations administrator I and or clerk have proper information to set up, deposit and or transfer securities into account.
4. Initiates closed account checklist and verifies trust operations administrator I and or trust clerk has proper information for transferring assets from account.
5. Handles real estate property management for assigned accounts.
6. Oversees securities transactions on assigned accounts.

B. Business Development - Hobbs and Surrounding Area

1. Strong emphasis on outside business development activities, including customer calls, meetings, and seminars.
2. Responsibility for calling on trust prospects in Hobbs and surrounding areas (some travel required).
3. Oversees business development efforts by other staff members.
4. Meets in bank with customers regarding trusts and investments.
5. Will have quarterly or monthly calling goals.

C. Non-Voting Member of Trust Committee

1. Serves as non-voting member of Trust Committee.
2. Responsible for presenting information on new accounts to Trust Committee.
3. Responsible for conducting annual reviews of assigned accounts.
4. Reports to Trust Committee on agenda items initiated.

D. Backup for Other Department Positions

EDUCATION

Minimum: Bachelors degree in business administration, accounting, finance, investments or business-related field. May substitute five to seven years’ work experience in trust, banking, finance, investments, or related field.
Preferred: Certified trust financial advisor designation, licensed broker, CPA, or banking school background.

EXPERIENCE/KNOWLEDGE/SKILLS

Minimum: Five to seven years work experience in trust, banking, finance, investments, or related field. Computer skills must include word processing and spreadsheets.
Preferred: Extensive knowledge of principles and practices in trust, trust administration, and/or trust operations. Familiarity with various types of accounts, some experience with investments and portfolio management.

Please send resumes to Kristina Montes at kmontes@1stnbnm.com