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Capitol Federal Savings Bank Trust Officer II in Topeka, Kansas

This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/ada/r/jobs/11264282

Role

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The Trust Officer position is primarily responsible for providing estate planning, investment advice, asset management and trust services to clients. This position is also responsible for focusing on day-to-day sales of banking products/services to meet the needs of existing and prospective customers. Work is varied in nature with changing priorities.

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Major Duties and Responsibilities

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+ Administers fiduciary accounts, including trust, investment management, agency, custodial, conservatorship, and estate accounts, for current customers in accordance with governing documents.

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+ Communicates with customers, prospective customers, beneficiaries, professional advisors, and internal management through in-person and telephone contacts and written correspondence and reports.

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+ Serves as primary contact for assigned customers and responds to customer inquires. Services as relationship managers by developing personal relationships with assigned customers, professional advisors (i.e. attorneys and accountants) and others as applicable, and develops new business for the Trust Department with both existing and new customers.?

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+ Assists Senior Trust Officer as directed.

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+ Works with Portfolio Manager to assist customers in making individual investment plans designed to meet each customer's goals and objectives.

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+ Comply with current applicable laws, regulations, bank policies, and procedures.

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+ Must be capable of regular, reliable and timely attendance.

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+ Perform other duties as assigned.

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+ Participate in proactive team efforts to achieve departmental and company goals.

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Requirements

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+ 4-8 years of similar or related experience, including preparatory experience.

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+ Juris Doctor degree required.?

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+ Work frequently involves contacts requiring considerable discussion of problems, material presentations, and resolving issues impacting multiple departments or divisions. The ability to motivate or influence others is a material part of the job, requiring a significant level of professional diplomacy, trust and relationship. Obtaining cooperation and agreement (internally and/or externally) is an important part of the job and a expert level of interpersonal and written communication skills are critical to the success of this position.

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+ Analytical and critical thinking skills.

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+ Advanced understanding of product related regulations and tax implications.

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+ Advanced math and accounting skills.

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+ Accurate keyboard skills at 40 wpm and 10-key by touch.

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+ Advanced PC skills including word processing, spreadsheet and database applications.

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+ Advanced sales training and/or knowledge; Must be comfortable exercising and sales and referral skills.

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Physical Requir ments

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Work involves standing and walking for brief periods of time, but most duties are performed from a seated position. Deadlines, workloads during peak periods and pressure to achieve goals may cause increased stress levels. Work may include occasional pushing, pulling, or carrying objects weighing up to ten pounds such as files, documents, and computer printouts. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at a moderate skill level.

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Working Conditions

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Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

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Mental and/or Emotional Requirements

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Must be able to perform job functions independently or with limited supervision and work effectively?either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from

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