Trust Officer

US-WA-Tukwila
2 weeks ago
Job Title
Trust Officer
Category
Credit/Lending
Position Type
Regular Full-Time

BECU Opening Statement

How would you like to be part of an organization where member values and company values are one and the same? Whose culture encourages and expects employees to advocate for our members -- which has made us the most trusted and respected financial institution throughout the communities we serve and support. That’s BECU—where we put Members First.

We’re looking for dynamic, passionate, engaged employees who value doing what’s right to serve our members – and take pride in knowing that our success depends on everyone who comes to work with us each day.

BECU is one of the nation’s leading credit unions, serving our Members for over 80 years. We know our people are what make us special, and we seek to employ those who want to make a difference. If that’s you, then read on…

Summary

The Trust Officer is responsible to work directly with trust clients to create, enhance and expand their relationship with BECU Trust Services. This individual will be responsible for administration of trust, agency, investment management, IRAs and estate accounts in accordance with the trust department’s fiduciary responsibilities.

In this job, you will

• Perform all responsibilities in accordance with BECU Competencies, compliance, regulatory and Information Protection requirements.
• Understand and comply with BECU Trust Department and Members Trust Company’s policies and procedures.
• Perform administration in accordance with Members Trust Companies policies and procedures.
• Identify and anticipate risks occurring in the day-to-day administration.
• Interpret the governing instrument and applicable law in order to establish account records.
• Sound knowledge of trust law and administrative practice.
• Respond to client issues, anticipate client needs and participate in client meetings.
• Work with other professionals regarding tax and legal issues pertaining to the client and/or beneficiaries.
• Administer trusts, investment management accounts, estates, individual retirement accounts and agency accounts.
• Administer and understand IRA accounts related to Trust.
• Administer real property issues related to Trust.
• Develop new business and expand current relationships.
• Collaborate with trust management to market trust relationships in various target communities, including attorneys, CPAs, and other professional groups.
• Collaborate with the MTC’s Investment Officer(s) in establishing appropriate investment objectives and goals for the client/beneficiary.
• Speak and/or lead seminars on appropriate trust related services.
• Perform additional duties as may be assigned.

Qualifications

• Bachelor’s degree in business, or equivalent educational or work related experience required.
• Cannon Trust School or other specialized trust school or advanced degree preferred.
• Minimum five years of experience in the trust industry with a focus on trust operations, administration of trusts and business development, or five to seven years of experience in a wealth management/investment services environment, required.
• Excellent analytical skills to understand complex trust agreements and understand the appropriate administration of these trusts.
• Excellent written and verbal skills to effectively provide customer service.
• Proficient PC skills required.
• Excellent project management skills.
• Effective leadership and negotiation skills.
• Affiliation in estate and trust organizations.
• Full-time hours required, with additional hours as necessary.

EEO Statement

BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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