Queensborough National Bank and Trust Co.

Vice President

• Provides a broad range of financial solutions and products to help meet customer goals and offer in-depth guidance by leveraging the vast resources of our wealth team and broker dealer partner, LPL financial.
• Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
• Builds and maintains a strong client network and pipeline
• Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and insurance/investment knowledge
• Conducts and/or participates in investment performance and relationship reviews
• Conducts market events and provide education/mentorship to key partners.
• Adheres to compliance requirements and follow corporate and industry protocols

Regional VP, Wealth

• Develops new trust accounts, services existing trust accounts and performs daily functions for accounts under responsibility
• Partners with third party money managers to purchase and sell various investment instruments on behalf of customers
• Provides advice in areas of personal trust, estate and tax planning, private banking and investments
• Serves as the primary point of contact for customers for any of their financial services needs
• Coordinates planning efforts with attorneys, accountants, CLUs, other trust personnel and clients
• Services existing trust accounts by communicating with grantors and beneficiaries to ensure trust agreements are carried out as intended
• Performs trust accounting functions for accounts for which he/she is the administrative officer
• Attends Trust Committee meetings
• Provides account reviews, makes recommendations where necessary, and carries out plans as set forth by the Trust Committee
• Adheres to and maintains knowledge of trust written policies and procedures
• Attends Trust Committee meetings
• Is actively involved with the community, networking to identify new business development opportunities
• Each team member is expected to be aware of risk within their functional area
• Raises and reports known or suspected violations to the appropriate Company authority in a timely fashion
• Performs other related duties as required

Regional VP, Wealth

VP of Trust, Fiduciary