Bank of the West Trust Officer in San Jose, California
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
This position can be located in our offices in the following cities; San Jose, San Francisco or Sacramento, CA or Las Vegas or Reno, NV.
Job Description Summary
Responsible for representing Bank of the West Wealth Management Group in its fiduciary capacity as Trustee, Executor or Agent under various forms of agreement. Has responsibility for the overall administration of assigned employee benefit (both pension and profit sharing) trust accounts or personal trust accounts. Administers simple to moderately-complex accounts.
Essential Job Functions
Administers an assigned book of fiduciary accounts, ensuring that all administrative activities are conducted in compliance with bank audit and security standards, policies, procedures and ethics.
Resolves problems with assigned accounts as well as assisting others in account administration.
Studies trust documents and governing account agreements to determine fiduciary responsibilities, terms and duties of the bank, and administers assigned accounts in accordance with those governing instruments.
Maintains contact with customers to address questions or issues, discuss and advise on problems, explain terms and specifications of the trust document or governing agreement, and to arrange for payments acceptable under the account terms.
Other Job Duties
Other Job Functions:
Makes decisions and recommendations to management and/or applicable committees regarding the appropriate course of action on discretionary or non-routine matters.
Routine participation in the development of new business from existing or prospective customers, and identification of cross-selling opportunities within the bank.
Performs other duties as assigned.
Performs other duties as assigned.
Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
Requires 5 years minimum prior relevant experience.
CTFA, CFP or Legal background preferred.
Change ‘Communication’ skill level to Proficient
Change ‘Relationship Building’ skill level to Proficient
Change ‘Decision Making’ skill level to Proficient
Change ‘Adaptability’ skill level to Proficient
Change ‘Sales Skills’ skill level to Proficient
Analysis and research
Answers telephone and screens calls
Bank product and service knowledge
Basic mathematical / accounting skills
Written and verbal communication
Use of personal computer.
- Bachelor's Degree
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Location: United States-California-San Jose
Other Locations: United States-California-Sacramento, United States-Nevada-Las Vegas, United States-Nevada-Reno, United States-California-San Francisco
Requisition ID: 057756