Personal Trust Officer
Full-Time
Personal Trust Officer
at
Citizens 1st National Bank
Available Openings: 1
Posted Date: September 23, 2022
Apply By: November 30, 2022
Industry: Trust and Wealth Management
Pay Type: Salary
Compensation: Salary
Education Level: N/A
Responsibilities
The Personal Trust Officer will meet with clients to provide tailored trust and wealth management solutions. They will also be responsible for providing administrative management and oversight of trusts, estates and personal investment accounts. The Personal Trust Officer will develop and maintain relationships with clients, beneficiaries, attorneys, CPA’s and other stakeholders.
Qualifications
An undergraduate degree and two to five years’ related experience (or more) is preferred. The possession of JD, CTFA, CFP®, CFTA or CPA are desired but not required.
Citizens 1st National Bank
529 Lake Ave.
Storm Lake, Buena Vista, IA 50588
US
Storm Lake, Buena Vista, IA 50588
US
