Trust Advisor

Responsible for the administration and growth of comprehensive, integrated, multigenerational high level complex trust and wealth accounts.  Uses advanced skills and knowledge to exercise judgment and perform responsibilities which have a significant and distinct effect on the bank and/or the bank’s resources.  Establishes work processes for self and monitors progress to ensure completion of goals and objectives as defined by his or her manager.

This level requires the Trust Advisor to be capable of administering multiple account relationships with revenue exceeding $1.5 Million.  Promotes an environment of teamwork within the department and across the bank.