Trust Officer Job Description
This Trust Officer Job Description is for a bank, credit union, fintech company, or other type of financial institution. The position is responsible for attracting, growing, and retaining a portfolio of personal trust relationships of high net worth customers for the Bank by maximizing customer engagement through the process of assessing, understanding, and identifying customer banking needs and providing or arranging a wide array of wealth advice.
All job descriptions developed by BankPolicies.com also include the following subject matter to help you develop an ADA compliant document:
- Essential Duties
- Secondary Duties
- Supervisory Responsibility
- Environment and Physical Activity
- Mental Demands
- Minimum Requirements
This Trust Officer Job Description (approximately 5 pages) is available to purchase from BankPolicies.com in Microsoft® Word format.
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