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CoreFirst Bank & Trust

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Trust Officer

Open 33d

Hours: 8:00 am to 5:00 pm Monday through Friday; other hours as needed


Location: Headquarters

3035 SW Topeka Blvd. Topeka, KS 66611


Role:

Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of customer relationships by providing consistently high-quality customer service, community involvement and relationships with referral sources and centers of influence. Trust Officers contribute to the profitability and growth of CoreFirst Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.


Apply: www.corefirstbank.com/careers


Essential Functions & Responsibilities:

  • Administers personal trust, investment agency accounts, and probate accounts
  • Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
  • Personal trust accounts (Living and Testimentary)
  • Agency Accounts (Custodial and Investment Management)
  • Probate Estates
  • Conservatorships
  • Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts, and various types of business
  • Reviews and recommends acceptance or rejection of various types of trust business
  • Is active in the community, serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agencies
  • Plans and implements seminars, workshops, and other events to generate profitable trust business
  • Attends the following committee meetings:
  • Trust Investment Committee
  • Board of Directors, Trust Committee
  • Trust Staff


Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


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