Trust Advisor II (Middleburg) (HYBRID)

Atlantic Union Bank
Any Location, VA
Category Human Resources
Job Description
The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties. The role requires excellent customer service skills, knowledge of financial planning and estate planning techniques, and sales oriented personality.

Requirements

  • Perform and coordinate client estate planning
  • Perform detailed estate and trust administration
  • Conducts full needs assessment with current and potential customers and provides on-going advice and counsel
  • Develop and maintain long-term client relationships by providing excellent customer service
  • Handle daily incoming customer calls and inquiries in a professional manner
  • Develop referral sources and secure new customers in effort to assist with the business development strategy
  • Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities
  • Identifies and refers business to other areas within the Bank as appropriate
  • Maintain and service existing clients
  • Work with investment, tax and legal professionals to meet client needs, goals and objectives
  • Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures
  • May have some sales responsibility commensurate with experience and composition of book of business
  • Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals

Benefits

  • 401k Matching
  • Retirement Plan
  • Tuition Reimbursement
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