Job Description

Job Description

Job Description

Position Function:

Administer complex personal trust and related fiduciary and agency accounts. Comply with regulatory requirements and assist with the development, implementation and oversight of Division and Bank initiatives that advance sound business practices and enhance customer satisfaction.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

This position will be eligible for a hybrid work arrangement after successful completion of the training period.

Primary Accountabilities:

• Administer personal accounts, which include personal trust, probate, investment and custody accounts.
• Assist with the management and oversight of support personnel.
• Keep abreast of regulatory and industry developments; satisfy external and internal regulatory and audit requirements.
• Participate in business development and service/relationship management activities and achieve business development goals.
• Assist with the development, implementation and adherence to personal trust policies, procedures, business practices and business standards.
• Assist with the oversight and development of products, services and processes.
• Improve personal and professional status through education; must keep abreast of industry and regulatory developments, bank policies, procedures and products/services.

Trust Officer II Minimum Qualifications:

Education:

• Bachelor’s Degree in Business Administration or related field from an accredited 4 year university.
• CPA or law degree preferred.

Experience:

• 2+ years of experience in real estate planning and trust administration required.
• Financial industry experience preferred.

Senior Trust Officer Minimum Qualifications:

Education:

• Bachelor’s Degree in Business Administration or related field from an accredited 4 year university.
• CPA or law degree preferred.

Experience:

• 5+ years of experience in real estate planning and trust administration required.
• Financial industry experience preferred.

Physical Requirements & Working Conditions:

• Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
• Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
• Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
• Must be able to read and understand bank-related documents.
• Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

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