Summit Financial Group, Inc. is a financial holding company headquartered in Moorefield, West Virginia. Summit provides community banking services primarily in the Eastern Panhandle and Southern regions of West Virginia and the Northern, Shenandoah Valley and Southwestern regions of Virginia, through its bank subsidiary, Summit Community Bank, Inc.

 


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Job Description

Trust Officer, Bluefield WV  (Full Time)
Location: Bluefield, WV

 

JOB TITLE:                                      Trust Officer                       

 

Entity (SFG or SCB):                     SCB

 

Job Classification:                         Full Time, Exempt

 

Department:                                     Trust and Wealth Management

 

Reports to:                                       Executive VP of Trust and Wealth Management          

 

Education requirements:            

 

  • Bachelor’s degree required, along with additional education received with attendance at financial and estate planning seminars, schools and/or additional college classes.

  • One or more of the following designations:  Certified Financial Planner, Certified Trust and Financial Services Advisor or Certified Public Accountant.

 

Experience or Skill requirements: 

 

  • 10-12 years of experience in Trust and Wealth Management.

  • Experience in IRAs & Employee Benefit Administration and versed in retirement planning

  • Ability to interact with customers and experience and success in business development.

  • Knowledge of personal trust and estate work.

  • Ability to interpret written policies and procedures, and government regulations. 

  • Have a thorough working knowledge of Trust laws and regulations.  Basic knowledge of investments and taxes.

  • Advanced written, verbal, and interpersonal communication skills.

  • Thorough knowledge of all bank products and services.

  • Excellent computer skills with advanced working knowledge of Microsoft Office. 

 

Duties:

 

  • Serve as a member of the internal Trust Administrative/Investment Committee.

  • Participate in Board of Directors Trust Committee meetings as needed.

  • Service existing personal trust accounts, IRAs and other retirement and investment accounts, including monitoring daily transactions, timely distribution of income distributions and payment of invoices

  • Gather and appraise estate assets, pay estate liabilities, file estate inventories and appropriate tax returns and distribute assets to beneficiaries.

  • Ensure safety of real estate holdings and maintaining adequate insurance.

  • Review account investment objectives and asset allocations periodically and realign portfolios as necessary.  Monitor account investments and work with third party advisors.

  • Prepare and provide client and group presentations as needed.

  • Prepare and send tax information on a timely basis.

  • Initiate contact with account principals a minimum of two times per year to discuss objectives, reporting, investments, problems, concerns, etc.

  • Follow-up on requests by clients in a timely manner.   

  • Represent Summit at professional, civic and community functions.

  • May be required to work flexible schedule to meet customer needs.

  • Sell and promote bank products and services.

  • Other duties as assigned.

 

Relationships:

 

Internal – Moderate contact with bank customers, customer service representatives and bank employees regarding accounts, specific transactions and problem resolution.

 

External – Extensive contact with clients, attorneys and CPAs regarding accounts, specific transactions, portfolio management and problem resolution.

 

Summit Financial Group and the Subsidiaries are an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

 

Salary is based on experience.

 

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