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Director of Trust Services

Company: Oregon Pacific Bank
Location: Eugene
Posted on: May 9, 2020

Job Description:

JOB DESCRIPTION: DIRECTOR OF TRUST SERVICES DEPARTMENT: TRUST SERVICES REPORTS TO: PRESIDENT/CEO SUPERVISES: TRUST MANAGERS and OFFICERS AND STAFF 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 existing 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 minimize 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, plan portfolios, select securities, and evaluate alternative investments. • 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 profitability. 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 documents 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. RELATIONSHIPS 1. Responsible to the President/CEO for the fulfillment of functions and responsibilities. 2. Advises management and the Board of Directors in areas associated with all departments' responsibilities. 3. Has extensive contact with clients, the public and the community, and is to conduct relationships in a manner that will enhance the overall marketing efforts of the bank. WORK CONTEXT Ability to concentrate and focus on essential functions in appropriate priority order is required. Requires interaction with clients and co-workers in sometimes difficult circumstances requiring patience. Requires being punctual, dependable, detail oriented and responsible for work outcomes and results. Requires sitting for long periods and a significant amount of travel to other departments and locations, as needed. Requires contact with others by telephone, use of electronic mail, and face-to-face discussions. Requires completion of assigned on-line training courses with a passing percentage. Professional environment requiring appropriate professional demeanor and attire. Work is performed indoors in environmentally controlled conditions. JOB SPECIFICATIONS Applicant must qualify under the following specifications: Education: Bachelor's degree in relevant discipline. J.D. preferred. Graduate training and certification in taxation, investment management, or fiduciary services is desirable. Experience: Ten or more years of experience in trust administration or legal practice emphasizing trust, estate, and tax work. Demonstrated Skills: ? academic background and experience in the trust and wealth management area. ? ability to apply applicable regulations regarding trust and bank policies. ? understanding of complex legal, probate, fiduciary, tax, investment laws and regulatory issues. ? exceptional social and communication skills necessary to assist clients in very technical matters during periods of extreme emotional upset. ? excellent written and verbal communication skills ? excellent communication and supervisory skills with the ability to lead trust team. ? ability to work with others in a cooperative manner that supports a team environment. ? ability to tolerate high levels of stress. ? ability to lift up to 30 lbs. if necessary ? willingness to participate with community organizations and in community projects. CORE BEHAVIORS for DELIVERING ON THE PROMISE ? Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times. ? Work Ethic. Be willing to go the extra mile for the client, whether internal or external. ? Influence. Be an active player in participating, building and contributing to service. ? Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank. ? Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team. ? Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions. ? Communication. Keep other informed and up-to-date. Actively listen and learn from each other. ? Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are. PI120116525

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

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