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Director of Trust Services

Company: Oregon Pacific Bank
Location: Eugene
Posted on: February 15, 2020

Job Description:

JOB SUMMARY
Establish the direction, budget, policies and business development goals for the Trust Services department of the Bank. Responsible for developing and maintaining internal and external image of the department while managing a team that meets the trust clients' individual needs. Responsible for the entire operation of the Bank's trust offices focusing on new and exisiting client relationship building and profitability.
ESSENTIAL FUNCTIONS


  • Grow the trust department's profitability base by establishing new and stronger client relationships
  • Develop new account relationships through community and professional visibility
  • Manage the overall trust administration functions, communications and activities, including staff selection, training, management and profitability
  • Manage all vendor relationships of the department in an effort to maximize profitability and efficiency and mminimize operational and fiduciary risk
  • Administer complex trust, agency, probate or conservatorship accounts
  • Exercise creativity in modifying standard products and developing processes in response to a client's individual needs
  • Oversee the Portfolio Manager in setting investment, strategy and objectives for client accounts
  • Develop the annual departmental budgets
  • Actively develop new business for the department by maintaining and growing a referral network of attorneys, CPAs and other community influencers
  • Allocate office assets and resources to enhance profitabilitiy. Develop and maintain profitable departments by ensuring efficient account administration
  • Develop, monitor, review, and update all trust policies
  • Report to TOIC and the Board of Directors regarding departmental activities and progress
  • Develop new business goals and communicate them to department members
  • Train and supervise staff in undertaking more complex account assignments. Evaluate and assign accounts to appropriate officers
  • Work with marketing personnel to develop printed material, radio spots, and newspaper advertisement in all communities
  • Maintain knowledge base of state and federal statutes, legislation, regulations, and case law that affect the financial institution and the delivery of fiduciary services
  • Work with the Trust Officers to assure trust assets are managed according to the governing document and all statutory and regulatory requirements
  • Monitor compliance issues and prepare for all audits and examinations
  • Represent and promote the bank within the community and participate in community activities
  • Other duties as assigned to meet corporate objectives

Keywords: Oregon Pacific Bank, Eugene , Director of Trust Services, Executive , Eugene, Oregon

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