at Old National Bank in PlainfieldPlainfield, Illinois, United States
Job Description
Trust Officer II
Job Locations
US-IL-Plainfield
Category/Function
Trust/Wealth Management
Position Type
Regular Full-Time
Requisition ID
2023-13479
Overview
Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.
We are currently seeking a Trust Officer that will represent Old National Bank in contacts with clients, attorneys, beneficiaries and other related parties. Administers assigned personal accounts; studies and analyzes the trust instrument; determines and adheres to the responsibilities, duties, and terms of the governing trust document; monitors account activity ensuring compliance with established policies, procedures, rules and regulations.
Key Accountabilities
Fiduciary Duties
Responsible for the complete administration of personal trust accounts including estates, trusts, guardianships and agencies up to and including moderately complex situations.
Act as primary fiduciary and administrator for a portfolio of personal trust accounts working with appropriate support teams to ensure the execution of day-to-day account administration is happening appropriately.
Conduct account and document reviews to identify and address account opportunities and needs.
Participate as part of the decision making group for the Trust Administration Committee.
Organizational and Time Management Skills
Must be able to work independently and also work as a member of the team
Strong administrative/organizational skills
Technical knowledge of probate, administration, fiduciary and trust administration
Conduct account and document reviews
Consistent Internal and External Communication
Act as part of the relationship management team for assigned accounts to identify, understand and develop solutions to meet both current and future needs of clients.
Develop new revenue through various means including participating on sales calls and analyzing existing book for additional revenue opportunities.
Strong verbal and written communication skills
Microsoft Office experience required
Develop and strengthen relationships with centers of influence, specifically attorneys
Qualifications and Education Requirements
Bachelor's degree required
Years of Experience: Trust Administration (4+ Years)
Certifications/Advanced Degree Preferred: CFP, CTFA, CPA, CIA, JD or MBA
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Need help finding the right job?
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email HRservices@oldnational.com (This email will respond to accommodation requests only.)
EOE/Minorities/Females/Vet/Disability
