VP of Trust & Fiduciary
Hybrid · Atlanta, Georgia, United States or Columbia, South Carolina, United States
Job Summary
The VP of Trust & Fiduciary develops new trust business while servicing existing trust accounts. This role involves advising clients on personal trust, estate, and tax planning, along with executing trust accounting responsibilities. The VP is the primary contact for customers' financial needs, coordinating efforts with legal and financial professionals. The position requires active community involvement for business development and adherence to trust policies while identifying and reporting risk violations.
Required Qualifications
- Previous experience in trust and fiduciary services
- Strong communication and interpersonal skills
- Ability to work with attorneys and accountants
- Knowledge of trust policies and procedures
Desired Qualifications
- Experience in estate and tax planning
- Private banking expertise
- Strong network within the community for business development
- Proven track record in trust management
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