tckansas

tckansas

VICE PRESIDENT & TRUST OFFICER

Wichita, Kansas · Exec · Full-time

Sponsorship not specifiedDetected 20 days ago
SalesBusiness DevelopmentAccountingExcelTaxCommunicationOrganizational SkillsMicrosoft Office

About the role

  • Responsible for business development and the day-to-day administration of a variety trust account relationships
  • Job Functions: Responsible for the day-to-day administration of agencies, guardianships, revocable and irrevocable trusts, individual retirement accounts, ERISA accounts, estate settlements and other types of fiduciary accounts as assigned.
  • Contribute to team new business sales goal

Requirements

  • Excel proficiency required
  • and proven ability to prioritize and multi-task required
  • Personal cell phone required for multi-factor authentication for software access
  • Ability to lift standard file boxes (approximately 35 pounds) required
  • Excellent organizational, analytical, and interpersonal skills; strong attention to detail; and proven ability to prioritize and multi-task required

Nice to have

  • Accounting, trust, or banking experience preferred
  • Bachelor's degree preferred
  • C.T.F.A. and/or J.D. preferred

Skills

  • Computer skills including MS Word, Excel, PowerPoint, ACT!, Morningstar, and Outlook
  • Ability to operate business equipment
  • Ability to work in a team environment
  • Strong client service skills
  • Strong verbal and written communication skills
  • Excellent presentation skills
  • Strong organizational skills
  • ACT (Client Relationship Manager)
  • Money GuidePro Envestnet
  • Microsoft Office products
  • Self-motivated
  • MAUI (Trust accounting)

Compensation

  • Competitive salary based on experience

Benefits

  • Major Medical High Deductible Health Plan, HSA or FSA Plan, Life Insurance, Disability Insurance, Paid Parking, Paid Time Off, Employee Stock Ownership Plan, 401(k)/Profit Sharing Plan
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