• Job Description

  Req#: TRUST013441

  GENERAL DESCRIPTION OF POSITION

  The Trust Officer II is responsible for professional administration of fiduciary accounts assigned, maintaining relationship with clients, possessing technical fiduciary knowledge, and increasing technical knowledge in areas pertaining to these accounts. This includes basic interpretation of Wills, Trusts and other legal documents and/or maintaining plan records and ensuring regulatory compliance for employee benefit accounts as well as conducting employee education/information meetings when needed. This position will be responsible for promoting the full breadth of the Trust Department's fiduciary platform both internally and externally to grow our business. This includes actively participating in the sales process and working with centers of influence and the professional community to develop a network of external referral partners.

  ESSENTIAL DUTIES AND RESPONSIBILITIES

  1. Perform all functions as necessary to properly administer all aspects of accounts handled in the Trust Dept. including investment of assets. These accounts include Trusts, Estates, Investment Agencies, Custodial Accounts, Escrow Accounts, Corporate Trusts, IRA's and Employee Benefit accounts.

  2. Manage account opening, ongoing administration, reviews and account closing procedures, ongoing client contact, problem resolution and accounting preparation to service department clients as needed.

  3. Monitor the financial performance of investments in assigned accounts as well as execute investment decisions.

  4. Manage contact with attorneys and accountants, as well as other professional service providers.

  5. Coordinate, oversee, and complete preparation and distribution, of all departmental 5498's, 1099's and tax ledgers.

  6. Coordinate, oversee, and follow-up on the preparation of all Federal and State tax returns required by accounts held in the Trust Department. Forward tax ledgers and K-1's to clients and accountants to aid in preparation of tax returns.

  7. Responsible for the basic interpretation of Wills, Trusts, and other legal documents, while balancing demands of customers.

  8. Produce and organize all necessary and requested materials for regulatory authorities and auditors and provide on-site responses and support during examinations and audits.

  9. Responsible for maximizing the profitability of existing accounts by communicating the benefits of bank trust services to clients and prospects.

  10. Work with other bank departments to market and promote Trust Department services.

  11. Actively participate in community activities to increase the Bank's visibility and to enhance new business networking opportunities.

  12. Work on special projects as assigned.

  13. Make customer calls, including cold calls.

  14. Provide excellent customer service and maintain confidentiality.

  15. Complete required BSA/AML training and other compliance training as assigned.

  16. The ability to work in a constant state of alertness and in a safe manner.

  17. Perform any other related duties as required or assigned.

  QUALIFICATIONS

  To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  EDUCATION AND EXPERIENCE

  Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 5 years related experience and/or training, and 3 years related management experience, or equivalent combination of education and experience.

  COMMUNICATION SKILLS

  Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents; Ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community.

  MATHEMATICAL SKILLS

  Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

  CRITICAL THINKING SKILLS

  Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

  REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

  Valid Drivers License

  PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

  CTFA, CRSP or CISP

  SOFTWARE SKILLS REQUIRED

  Intermediate: Accounting, Contact Management, Database, Spreadsheet

  Basic: 10-Key, Alphanumeric Data Entry, Human Resources Systems, Presentation/PowerPoint, Word Processing/Typing

  RESPONSIBILITY FOR WORK OF OTHERS

  Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include but not limited to interviewing, hiring and training employees; planning, assigning and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems.

  Supervises a small group (3-7) of employees, usually of lower classifications. Assigns and checks work; assists and instructs as required and performs same work as those supervised, or closely related work, a portion of the time. Content of the work supervised is of non-technical nature, but presents numerous situations to which policies and precedents must be interpreted and applied.

  Supervises the following departments: None

  WORKING CONDITIONS

  Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

  ENVIRONMENTAL CONDITIONS

  The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  The noise level in the work environment is usually moderate.

  PHYSICAL ACTIVITIES

  The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

  Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.

  While performing the functions of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; color vision; depth perception; and ability to adjust focus.

  ADDITIONAL INFORMATION

  Required education and experience: At least 5 years of Trust or equivalent experience in a related field.
  

  Preferred education and experience:
  -Bachelor's degree in business field.
  -Advanced knowledge of investments.
  -Must be available for occasional overnight travel.

  Qualifications

  Education

  Preferred

  Bachelors

  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  Home BancShares, Inc., operating as Centennial Bank, is a bank holding company based in Conway, Arkansas.

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