Vice President, Regional Senior Trust Officer

Job overview

The Vice President, Regional Senior Trust Officer role is onsite in Bettendorf, IA. The listing gives compensation of $100,000–$120,000 per year. CBI Bank & Trust’s Trust and Wealth Management division serves trust, estate, and wealth-management relationships. The officer administers complex fiduciary accounts, advises clients and beneficiaries, manages fiduciary and regulatory risk, and develops relationships in the Quad Cities and Stateline markets. The role contributes to client service and growth of the division through relationship expansion and new business development.

What you'll do

• Administer trust, estate, and agency accounts in accordance with governing documents and applicable law
• manage estate administration, accountings, tax-return coordination, distributions, and closings
• evaluate discretionary distribution requests
• partner with investment officers
• develop fiduciary and investment relationships
• build referral networks
• and represent the bank in community and professional settings.

What we're looking for

Skills & competencies

regional senior trust officer

cbi bank & trust

bettendorf ia

trust administration

estate administration

fiduciary services

wealth management

high-net-worth clients

business development

quad cities

ctfa required

$100k–$120k

Work arrangement

• Weekend coverage required

Benefits & perks

• Incentive program
• paid time off
• 401(k)
• employee assistance program
• training and development
• medical, dental, and vision benefits.

Why this role

The role serves clients primarily in the Quad Cities area and also in the Stateline Market, including Roscoe, IL, and Beloit, WI.

About the employer

CBI Bank & Trust is hiring for this role. Industry: Commercial Banking. Sector: 52.