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Trust Administrator II

Company: Midland States Bank
Location: Glenview
Posted on: May 28, 2023

Job Description:

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.Position Summary The Trust Administrator II is responsible for servicing and maintaining existing relationships with investment management clients, trust clients, beneficiaries, and other interested parties in partnership with the accounts' designated trust officer. In addition, the Trust Administrator II may serve as the lead relationship manager on his/her own book of business. Primary Accountabilities

  • Serve as primary point of contact or relationship manager for existing book of client accounts.
  • Identifies opportunities for additional product cross-sell to existing clients.
  • Maintains contact with existing clients, beneficiaries, and referral sources to deliver agreed upon services, address customer inquiries and resolve servicing issues.
  • Represents the Bank in community activities and industry organizations to enhance the Banks image.
  • Interpret trust documents and client account agreements.
  • Exercise judgement in determining how to process client requests.
  • Make recommendation for fiduciary approvals by Trust Officer or Committee.
  • May supervise a team of trust administrators or sales assistants.
  • Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
    • Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Position Qualifications Education/Experience:
      • Bachelor's degree or equivalent experience in Trust Administration.
      • CTFA, CRSP, CSSC preferred.
      • 5-7 years previous experience in trust administration.
      • Understanding of different investment products and allocation strategies for meeting client investment objectives.
      • Ability to read and interpret trust and legal documents.
      • Demonstrated success working in team environment.
      • Ability to meet time constraints without constant supervision.
      • Professionalism and courtesy in dealing with customers and bank employees.
      • Ability to articulate ideas concisely and work in a dynamic and fast past environment.
      • Excellent written and verbal communication.
      • High degree of accuracy with attention to detail required.
      • Strong computer skills. Proficient with trust accounting systems. Competencies:
        • Business insight
        • Cultivates innovation
        • Drives results
        • Makes sound decisions
        • Being a brand champion
        • Collaborates
        • Communicates effectively
        • Customer focus
        • Being Authentic
        • Emotional Intelligence
        • Self development
        • Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PI215353865

Keywords: Midland States Bank, Glenview , Trust Administrator II, Other , Glenview, Illinois

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