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Senior Trust Operations Officer
Beloit, KS
Full time
Posted 14d ago
Job Description
Key Responsibilities
- Oversee all aspects of trust accounts from opening and funding to ongoing maintenance, annual reviews, discretionary distribution evaluations, and interpretation of governing documents such as wills, trusts, and amendments.
- Foster durable relationships with clients, their advisors, attorneys, and internal partners to ensure seamless service.
- Cultivate new client relationships, explore opportunities within the community, and promote the bank's comprehensive suite of financial services.
- Assist with estate settlements by coordinating with attorneys and CPAs, reviewing documents, approving expenses, assembling tax-related materials, and ensuring timely, accurate distributions to beneficiaries.
- Coordinate the preparation and review of trust tax returns, supporting enhancements to internal policies and procedures.
- Lead or participate in strategic initiatives, including IRA program development, integration with financial planning, system conversions, and process improvements.
- Oversee trust department staff, providing guidance, performance coaching, and reviews, and delivering operational leadership and training to ensure precise account administration and exceptional client service.
Why Join Us
Guaranty State Bank & Trust Co takes pride in a professional, supportive workplace that empowers employees to succeed. Our culture is built on integrity, service, and partnership. We offer competitive compensation, industry leading benefits, and meaningful opportunities for long term career growth. If you value joining a trusted financial institution that respects your expertise and prioritizes your well being, consider a future with us.
Location
Beloit, KS 67420