Vice President

• 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

VP of Trust, Fiduciary

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Vice President – Emerging Technologies

AVP, Technical Manager

Vice President, Large Accounts

Vice President, Payor/Provider