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  • TRUST OFFICER (Mount Dora, FL)

    Posted: 07/03/2024

    Are you a CTFA or seasoned trust professional? We are seeking an experienced individual to join our Trust and Investments team! This is a full-time position working with private trusts, including components of banking, trust and estate law, and asset management. The ideal candidate is one that possesses excellent interpersonal relationship skills, excels at communication, a customer service expert, and natural self-starter.

    Primary Job Duties and Responsibilities

    • Financial Planning Knowledge: Basic understanding of a wide range of subject matters including income taxation, cash flow modeling, investments, and insurance
    • Estate Planning Experience: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts, and planning with trusts
    • Establishment and maintenance of relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities
    • Serves as a Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument
    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
    • On-going course work will be required
    For a more detailed job description and requirements, please visit our Career page at The First National Bank of Mount Dora, FL Careers (fnbmd.com)

    These positions are not subject to remote working opportunities. Salary is dependent on experience.

    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.

    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.