JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented and service driven individual to join our team as a Private Trust Officer in our Wisconsin Rapids office or Wausau office.
WHY WE’RE DIFFERENT
Did You Know? At over $6 billion in client assets under management and $650 million in bank assets, WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.
In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!
A DAY IN THE LIFE OF A PRIVATE TRUST OFFICER
This position has a great deal of variety and opportunity for continued growth. The role will be responsible for the management and administration of client Trust and Investment accounts, contributing to Private Trust Committee for the development and discussion surrounding Trustee services and practices, and contributing to new business development efforts. The duties and responsibilities of this position include, but are not limited to, the following:
Technical Skills:
- Proactively manage and maintain client communication through personal meetings and/or calls.
- Manage and execute day-to-day account and client needs within the guidelines of the Private Trust Committee’s policies and strategies.
- Coordinate financial, estate, and tax planning work with third party accountants, attorneys, and other fiduciary advisors on behalf of clients.
- Review trust & estate documentation and assist with estate planning for potential and current clients.
- Responsibility for adhering to regulations and internal policies, as well as responding to escalating risk issues in a timely manner.
- Excellent problem solving and analytical skills.
- Foster a positive work environment and high morale.
- Cultivate productive working relationships within the company and consistently show a “team player” mentality.
- Highly detailed and organized with a positive and professional demeanor.
- Maintain sound knowledge of economic and market environment.
- Continue ongoing professional education.
Account Relationship Management:
- Maintain, improve and, when possible, expand existing client relationships.
- Provide proactive, effective and timely client communication through written and verbal, including in person account review meetings.
- Work with colleagues to ensure clients are receiving all pertinent information and a high level of service.
New Business Development:
- Maintain an active, ongoing effort to obtain new business.
- Coordinate and support new business efforts with associate team.
- Work with existing clients to identify appropriate cross sales opportunities.
- Develop and retain relevant relationships within the community and with bank associates to enhance new business opportunities.
- Independent and driven attitude with an entrepreneurial spirit.
EDUCATION AND EXPERIENCE
A bachelor’s degree and 2-4 years of banking or financial experience is preferred. Pursuit of the Certified Trust and Fiduciary Advisor (CTFA) designation is encouraged.
OTHER SKILLS AND ABILITIES
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Accuracy is critical – typos, fonts, formats, calculations, completeness, and data errors impede the progress of the team.
Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team to work towards a common goal.
It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind of dealing with the Bank. It is also important to maintain a high level of enthusiasm and customer awareness while conveying our confidence in the Bank and the services that are offered.
WHY JOIN OUR TEAM?
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. This is a full-time position, Monday through Friday, and offers a great work-life balance. We offer competitive base salary, new business commissions, a performance-based annual bonus, generous 401(k) matching program, and full benefit package including medical, dental, vision, vacation, and sick leave.
Please submit your resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.
WoodTrust is an Equal Opportunity Employer.
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