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  • TRUST OFFICER (Mount Dora, FL)

    Posted: 02/25/2024
    Financial Services

    We have an immediate opening for a polished and professional full-time Trust Officer to become part of our Trust Department team.  This position provides fiduciary support and expertise to meet the overall needs of clients in support of the integrated delivery of products and services. The incumbent works closely with other relationship and portfolio managers in defining client's requirements including investment and tax aspects, maintains client contact on an ongoing basis and is active in both the charitable and professional communities.

    The hours are 8:00 a.m. – 5:00 p.m. Monday through Friday

    Knowledge/Skills/Abilities:

    • Ability to resolve customer problems through knowledge of banking systems, processes and products
    • Strong understanding of sales process
    • Excellent sales and negotiation skills
    • Excellent verbal and written communication skills
    • Professional, courteous and efficient when working with clients
    • Able to organize and prioritize work responsibilities in order to accomplish assigned goals
    • Independent self-starter who is efficient and effective in prioritizing, planning and organizing your daily work flow
    • Ability to work efficiently with all levels of internal customers
    • Proven business development skills
    • Financial Planning Skills: Basic understanding of a wide range of subject matters including income taxation, cash flow modeling, investments, and insurance
    • Estate Planning Skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts, and planning with trusts
    • Must have excellent written and verbal communication and interpersonal skills
    • Strong computer skills and proficient with Microsoft Office
    • Detail oriented and accurate when completing tasks
    • Must display honesty and professionalism at all times
    The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
    This position is not subject to a remote working opportunities and the salary is dependent on experience

    Education and Experience Requirements:
    • Five (5) years administering personal trust accounts or related fiduciary and/or banking experience
    • Undergraduate Degree in a related field or seven (7) years equivalent in combined experience and education
    • Professional designation preferred
    The First National Bank of Mount Dora is an Equal Opportunity Employer including disability and veterans.
    The First National Bank of Mount Dora participates in the E-verify program as required by law.

    TRUST OFFICER (Mount Dora, FL)
    The First National Bank of Mount Dora
    Human Resources

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