Trust Officer - Old National Bank : Job Details

Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.

We are currently seeking a Trust Officer that will represent Old National Bank in contacts with clients, attorneys, beneficiaries and other related parties. Administers assigned personal accounts; studies and analyzes the trust instrument; determines and adheres to the responsibilities, duties, and terms of the governing trust document; monitors account activity ensuring compliance with established policies, procedures, rules and regulations.

Key Accountabilities

Fiduciary Duties

• Responsible for the complete administration of personal trust accounts including estates, trusts, guardianships and agencies up to and including moderately complex situations.
• Act as primary fiduciary and administrator for a portfolio of personal trust accounts working with appropriate support teams to ensure the execution of day-to-day account administration is happening appropriately.
• Conduct account and document reviews to identify and address account opportunities and needs.
• Participate as part of the decision making group for the Trust Administration Committee.

Organizational and Time Management Skills

• Must be able to work independently and also work as a member of the team
• Strong administrative/organizational skills
• Technical knowledge of probate, administration, fiduciary and trust administration
• Conduct account and document reviews

Consistent Internal and External Communication

• Act as part of the relationship management team for assigned accounts to identify, understand and develop solutions to meet both current and future needs of clients.
• Develop new revenue through various means including participating on sales calls and analyzing existing book for additional revenue opportunities.
• Strong verbal and written communication skills
• Microsoft Office experience required
• Develop and strengthen relationships with centers of influence, specifically attorneys

Qualifications and Education Requirements

• Bachelors degree required
• Years of Experience: Trust Administration (4+ Years)
• Certifications/Advanced Degree Preferred: CFP, CTFA, CPA, CIA, JD or MBA

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!