Senior Trust Officer
Not Disclosed•Full-TimeOn-site
location_onTarrytown Lakes Extension Trail, Village of Tarrytown, Town of Greenburgh, Westchester County, New York, 10591, United States
About Midland States Bank
At Midland, we're proud to be a little different. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned that serving customers skillfully with dedication and follow-through can brighten every interaction to drive our collective success.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique—providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right.
Work location
Work model: On-site
Tarrytown Lakes Extension Trail, Village of Tarrytown, Town of Greenburgh, Westchester County, New York, 10591, United States
Village of Tarrytown, New York
Key Responsibilities
- check_circleRecommend appropriate products and services based on client objectives, tax needs, and risk tolerance
- check_circleCultivate business relationships with centers of influence to expand the client base
- check_circleManage a team of Trust Officers, Administrators, and Client Associates in a customer-centric culture
Similar Job Opportunities
Skills, education and keywords
Skills: CFP, Ctfa, Estate Planning, Supplemental Needs Trusts, Charitable Planning, Estate Administration, Financial Planning, Investment Products, Probate Law, Fiduciary Law.
Education: Bachelor's degree required; MBA preferred; JD preferred.
Frequently asked questions about Senior Trust Officer at Midland States Bank
What does a Senior Trust Officer at Midland States Bank do?expand_more
In this Senior Trust Officer at Midland States Bank role, you will recommend appropriate products and services based on client objectives, tax needs, and risk tolerance; cultivate business relationships with centers of influence to expand the client base; manage a team of trust officers, administrators, and client associates in a customer-centric culture; and conduct comprehensive assessments to provide tailored financial advice and counsel to clients.
What are the requirements for this Senior Trust Officer role?expand_more
To qualify for the Senior Trust Officer at Midland States Bank position, applicants should have: Bachelor's degree; JD or MBA preferred; CFP or CTFA certification required (if no JD); 10+ years experience in financial services; 3+ years leading teams; and Expertise in estate planning and financial planning.
Where is the Senior Trust Officer role at Midland States Bank located?expand_more
Senior Trust Officer at Midland States Bank is based in Tarrytown Lakes Extension Trail, Village of Tarrytown, Town of Greenburgh, Westchester County, New York, 10591, United States. This is a on-site role.