Trust Associate-Yakima
Location: Yakima, Washington
Description: Baker Boyer Bank is currently seeking to employ Trust Associate-Yakima right now, this occupation will be dwelled in Washington. For detail informations about this occupation opportunity kindly see the descriptions. POSITION TITLE: Trust Associate
LEVEL: 89
About Baker Boyer:
Baker Boyer is the oldest independently owned community bank in the state of Washington and serves the Walla Walla Valley, Kennewick, and Ya kima. Our trusted financial advisors provide business banking, personal, and wealth management services.
About D.S. Baker Advisors:
This position is part of DS Baker Advisors; a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth clients traversing their wealth journey. DS Baker Advisors take a clientcentered approach in meeting diverse, individualized, and often transforming needs as clients develop their legacy goals.
About the Trust Associate Role:
As a member of the DS Baker Advisors team, the primary role of the Trust Associate is the general administrative assistance and teaming with Trust Advisors to provide the best possible client experience. In partnership with the Trust Advisor, the Trust Associate will maintain administration and relationship management for all accounts.
Key Responsibilities:
- Conferring, on a timely basis, with princi pals, wards, beneficiaries, and others regarding trust matters and determining necessary actions to ensure effective administration of those accounts.
- Provides prompt, courteous assistance to clients in Wealth Management as well as assisting with banking needs in other departments of the Bank. Supports DS Baker Advisor Team in its relationships with clients, attorneys, accountants and members of the community and community organizations.
- Performs a variety of services related to the relationship management of their own or the DS Baker Advisor Team’s clientele.
o Initiating direct contact with clients on routine transactions
- Understands and complies with standard department practices of risk management, regulatory requirements, general trust policies and sufficiency of documentation.
- Works independently on various account and client matters, most of which are confidential and complex i n nature. Completes entire task or project independently when requested. Analyzes data and draws conclusions, making recommendations to a Trust Advisor when appropriate.
- Reviews accounts on a daily basis for correctness and activity required, including initiating and recommending cash management and trade activity.
- Opening and closing accounts per trust procedures within the allotted time schedules. Working through the complex duties and steps required to successfully move assets, calculate and collect appropriate fees, and manage the many steps of this process.
- Prepare annual account reviews with accuracy and attention to detail; including the client review, the Administrative review and the OCC required Reg 9 reviews in Investors View.
- Preparing inventory and/or disposition of trust and estate property.
- Researching accounting and tax problems, working with tax professionals when necessary.
- Prepares various reports and s chedules.
- Assumes additional responsibilities as requested.
- Highlevel of attention to detail is required.
- Demonstrates superior customer care and client retention skills.
- Ability to work with a clientcentered team.
- Demonstrates excellent time management and organizational skills.
- Strong computer literacy, including Microsoft Office. Ability to efficiently learn new programs and to proficiently use and interpret data provided by software tools.
- Proactive to build and maintain positive relationships internally and crossdepartmentally.
- Ability to participate in effective team decisionmaking, relying on team members’ expertise, knowledge, and relationship with the client.
- Aptitude in exercising discretion and independent judgment and prioritizing workload accordingly.
- Capacity to comply with standard department practices of risk management, re gulatory requirements, general trust policies and sufficiency of documentation.
- Aptitude to exemplify professionalism in both appearance and attitude.
- Ability to apply logic and reasoning when carrying out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several variables in standardized situations.
- Ability to understand and learn to interpret complex trust accounting statements.
- Ability to learn a variety of trust related terms and agreements as well as Trust Statutes.
- Ability to learn and understand fee schedules and how they apply to different types of accounts.
- Ability to write routine reports and correspondence. Must be able to have courteous contact with the public on the phone and in person.
- Valid Driver License required.
- Prudent Selfmotivated to take a common sense approach to doing what is right for rela tionships and longterm outcomes, not shortterm gains.
- Authoritative You are knowledgeable and trustworthy others are eager to come to you with referrals or to ask for advice/counsel.
- Relatable You care deeply about the client and our internal relationships, and are present and accessible in the areas we serve (Walla Walla, TriCities and Yakima).
- Empowering Your approach to coaching and advise to both clients and peers is proactive, inclusive and transparent. You are open and motivated to build upon your skills and share your knowledge with others.
- Counselor approach You take a professional, consultative approach with your clients and teams. You first seek to listen, understand and then act, always putting the client or team before the individual or ego.
Associate's degree (A. A.) or equivalent from twoyear college or technical school; or three to five years related experience and/or training; or equivalent combination of education and experience. Ability and desire to learn and grow in the Wealth Management profession.
Physical Demands/Conditions Requirements:
The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, write, type, speak, & listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer.
Occasional travel to customer home, accountant or attorney’s office or nursing home or funeral home. Occasional long distance, overnight travel for business or educational purposes.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.
Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orie ntation, gender identity, national origin, citizenship, disability or protected veteran status.
DEPARTMENT/GROUP: DS Baker AdvisorsYakima
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If you were eligible to this occupation, please give us your resume, with salary requirements and a resume to Baker Boyer Bank.
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This occupation starts available on: Fri, 23 Feb 2018 22:27:35 GMT