Trust Administrator

Firstsavingsbanks; Cheyenne (WY); On-site; USD 60,000 - 80,000; Full time

Job summary

A family-owned bank in Cheyenne is seeking a Trust Administrator to manage personal trusts and estates. This role involves ensuring compliance with department practices, maintaining strong relationships with service providers, and providing excellent customer service. Candidates must possess strong organizational skills, experience in a client-facing environment, and a commitment to continuous learning. The bank offers competitive benefits including health insurance and paid time off.

Benefits

Health Insurance

Vision Insurance

Paid Vacation

Sick leave

Holiday pay

Qualifications

• Desired candidates should have strong organizational and administrative skills.
• Experience in a client-facing environment is necessary.

Responsibilities

• Administer personal trusts and estates in compliance with department practices.
• Maintain strong working relationships with outside service providers.
• Engage in continuous learning and skill development.

Skills

Superior organizational skills

Strong communication skills

Time management skills

Customer service experience

Education

Associates Degree or equivalent experience

Job description

We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we build and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.

Our mission

Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.

Our values

• Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
• Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
• Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
• Community: We’re proud to support each other and our local communities. We win when our customers win.

The Trust Administrator performs necessary tasks to administer personal trusts and estates and support the trust officers as assigned. This role works closely with the Senior Trust Administrator and Trust Manager to ensure that all department practices are carefully monitored for compliance.

Position is located in Cheyenne and is not a remote position.

What you will do

• Maintains knowledge of and follow all department practices and procedures.
• Maintains knowledge of all key areas of department functions to include:
  • Analyzing and interpreting, with the aid of counsel when appropriate, legal documents to determine the duties and responsibilities of the Bank as a fiduciary.
  • Maintain control over the set-up of new accounts, involving frequency and amount of payments, tax liabilities, settlement, and disbursements.
  • Organize and compile all relevant trust account information for administrators and officers for accounts undermanagement.
  • Complete all account reviews in a thorough, analytical, and timely manner.
  • Determine proper action to follow for a variety of matters relative to normal administrative functions.
  • Review and approve court accountings and statements to customers.
  • Insure that fees are calculated properly and taken when due on all administered accounts.
  • Commitment to continuing education and mastery of essential job-related responsibilities.
• Maintains strong working relationships with a variety of outside service providers as it relates to job functions.
• Maintains confidence without compromising trust principles or the position of the company as fiduciary, when dealing with principals, beneficiaries, or others.
• Confers with current and prospective customers to explain the features and benefits of trusts.
• Works closely with principals, beneficiaries, and others in discussing and resolving their problems as they relate to trust. Refer any problems that exceed your authority to the supervisor.
• Communicates ALL department concerns to the supervisor as they arise.
• Works closely with department management to actively solicit new trust business.
• Actively participates in the cross training of additional staff as assigned, in order to provide coverage in the event of department absence.
• Engages in continuous learning and skill development to drive career growth and expand responsibilities across the Company footprint.
• Performs other duties as assigned.

What you will need

• Associates Degree or greater desired, or equivalent experience.
• Superior organizational and administrative skills.
• Strong communication and time management skills.
• Experience in a client facing environment, providing excellent customer service.

What we offer

• Health Insurance
• Vision Insurance
• Paid Vacation, Sick, and Holiday time
• And more!

Candidate must pass a pre-employment screening including credit history and criminal record check.

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.