Fiduciary Officer

<strong>As a healthy, growing and thriving bank, we offer employees everything they need to flourish in the world of banking. That&rsquo;s because we strongly believe our people are our strongest assets. From advancement opportunities to employee development, we invest in our people to be the best they can be.<br /><br /></strong>Member FDIC&nbsp; |&nbsp; Equal Housing Lender&nbsp;

Midland, MI

Chemical Bank

<p><strong>Since 1917, Chemical Bank&rsquo;s home town approach to banking has been focused on community banking, highlighted by local leadership and decision making, a devotion to community and personalized service. We pride ourselves on being an Equal Opportunity Employer.<br /><br />As a Chemical Banker, you will join other professionals who share our community banking philosophy of making a positive impact where we live, work and play. You will be a part of a growing community bank that believes in the dreams of its customers and employees alike. With Chemical Bank, you will make a difference in your community while enjoying excellent benefits and top career opportunities. Visit our&nbsp;<a href="https://www.chemicalbank.com/careers/">Careers Page</a>&nbsp;for more information.</strong></p> <br /> <p>&nbsp;</p> https://www.chemicalbank.com/

keywords: relationships,design and implement,teamwork,relationships,administration,document,government,functions,business development,travel,experience,relationships,degree,technology,communication,certification,knowledge

Full-Time

Overview: <p style="margin: 4.45pt 0in 0pt;"><span style="font-size: 9pt;"><strong><span style="font-family: 'Verdana', sans-serif;">Responsible for administering a portfolio of trust relationships, assisting with the efforts to attract and retain trust business, and serve as an expert resource to partners within Wealth by providing advice to current and prospective clients. Under the direction of the Chief Fiduciary Officer, will help design and implement best practices to ensure clients&rsquo; needs are met, and compliance with applicable law, governing instruments and Bank Policies &amp; Procedures.</span></strong></span></p> <p style="margin: 8.1pt 0in 0pt;"><strong><u><span style="font-family: 'Verdana',sans-serif;"><br /><br /></span></u></strong></p>
Responsibilities: <p style="margin: 4.45pt 0in 0pt;"><strong><span style="font-family: 'Verdana',sans-serif; font-size: 9pt;">Customer Service</span></strong></p> <ul> <li>Directly responsible for administration of select group of fiduciary account. Develop deep relationships with clients, identifying and establishing relationships with multi-generations.</li> </ul> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>Administers assigned accounts, which may include: revocable and irrevocable trusts, institutional trust accounts, conservatorship accounts, custodial accounts, and Individual Retirement Accounts.</li> </ul> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>May provide estate settlement services as needed.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Partner with all divisions within Wealth Management (Retirement Plan Services, Private Banking, Financial Advisors) to meet/exceed client experience.</li> </ul> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>Collaborate with other fiduciary officers to ensure coverage of assigned geographic area.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;"><strong><span style="font-family: 'Verdana',sans-serif; font-size: 9pt;">Business Development</span></strong></p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Identify and establish relationships with Wealth Management referral sources, attorneys, CPAs and other professional centers of influence.</li> </ul> <p>&nbsp;</p> <p style="margin: 6pt 0in 0pt;"><strong><span style="font-family: 'Verdana',sans-serif; font-size: 9pt;">Administration/Compliance/Risk Management</span></strong></p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>Carry out all requirements of a Fiduciary, Personal Representative, Trustee or Conservator in accordance with governing instruments, directive of the Court, relevant government agencies, state law and departmental policies and procedures.</li> </ul> <p>&nbsp;</p> <p style="margin: 6pt 0in 0pt;">&nbsp;</p> <ul> <li>Provide direction and oversight to Trust Administrators on client relations issues and/or to ensure compliance with regulations, clients&rsquo; needs and Chemical Bank policies &amp; procedures.</li> </ul> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>Participate on Trust Account Review Committee and complete regulatory reviews for all assigned accounts in a timely manner.</li> </ul> <p>&nbsp;</p> <p style="margin: 5.75pt 0in 0pt;">&nbsp;</p> <ul> <li>Document client contact efforts in accordance with service standards.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;"><strong><span style="font-family: 'Verdana',sans-serif; font-size: 9pt;">Community Involvement</span></strong></p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Attend functions as a representative of Chemical Bank and the Wealth Management Department.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Actively participate in the activities of the local community.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Participate on local community boards.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Document community involvement through Angel Points system.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;"><strong><span style="font-family: 'Verdana',sans-serif; font-size: 9pt;">Other / Miscellaneous</span></strong></p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Travel is needed to meet with clients on-site at various locations across assigned region.</li> </ul> <p>&nbsp;</p> <p style="margin: 4.25pt 0in 0pt;">&nbsp;</p> <ul> <li>Participate on task forces for compliance and internal process improvements.</li> </ul> <p>&nbsp;</p>
Requirements: </span></u></strong></p><p style="margin: 4.45pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'><ul><li>Bachelor's degree required</span></p><p style="margin: 6pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>3 - 5 Years experience in function </span></p><p style="margin: 4.25pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>5 - 7 Years experience in industry </span></p><p style="margin: 4.25pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>CTFA preferred</span></p><p style="margin: 6pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>3-5 years experience in Trust Administration, or 4+ years experience pertaining to estate planning or 4+ </span></p><p style="margin-bottom: 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'>years professional or administrative experience in the financial industry.</span></p><p style="margin: 5.75pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>2+ years in Trust School or Juris Doctorate preferred</span></p><p style="margin: 4.25pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>Strong knowledge of trust accounting, investments, taxation, insurance and estate planning</span></p><p style="margin: 4.25pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>Proficient in all Microsoft Office Applications, and experience with operating Bank Core System preferred, experience with trust accounting systems preferred.</span></p><p style="margin: 5.75pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>Advanced listening, written and oral communication skills. </span></p><p style="margin: 4.25pt 0in 0pt;"><span style='color: black; font-family: "Verdana",sans-serif; font-size: 9pt;'></li><li>Ability to establish client and professional relationships</span></p><p style="margin: 7.25pt 0in 0pt;"><strong><u><span style='color: black; font-family: "Verdana",sans-serif;'></li></ul>