The role involves building long-term client relationships and providing proper fiduciary administration for complex accounts including probate estates and personal trusts
Job Summary
The role involves building long-term client relationships and providing proper fiduciary administration for complex accounts including probate estates and personal trusts.
Employees are expected to develop internal and external relationships to increase revenue through referrals, account upgrades, and direct sales of bank products.
The company offers a comprehensive benefits package including paid time off, 401(k) matching, annual incentive pay, and various insurance coverage options.
Matching Summary
The role involves building long-term client relationships and providing proper fiduciary administration for complex accounts including probate estates and personal trusts.