Regional Director-Trust & Wealth - Bank OZK

Job Purpose & Scope:

Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. 

 

Essential Job Functions:

1. Provides leadership, effective coaching, and ongoing talent development for regional fiduciary team.

2. Provides management and guidance through effective communication related to carrying out Trust administration activities.

3. Advises fiduciary team regarding Trust and tax related issues, as well as provides guidance on resolution of such issues.

4. Ensures that fiduciary team executes on administrative actions consistent with regulations, Bank policy and procedures.

5. Manages a book of accounts which includes the day-to-day management and administration of the assigned accounts to the highest professional standard.

6. Corresponds, communicates, and meets with clients ensuring that a high level of client service is provided, and strong client relationships are developed and maintained.

7. Understands client situations and circumstances, including knowing the clients’ extended family and next generation in an effort to develop and proactively deliver solutions to meet client needs.

8. Travels within local market area to meet with clients and prospects for new clients and travels out of local market on company business as necessary or as requested.

9. Successfully partners with centers of influence and the professional community to develop a network of external referral partners.

10. Establishes and maintains mutually beneficial business relationships with internal Bank partners, such as branch bankers, lenders, and other Bank employees.

11. Meets with and educates Bank partners to position the value of Trust and Wealth capabilities.

12. Develops and implements marketing/business development strategy to meet regional revenue goal; works collaboratively with other members of Trust and Wealth in executing client service and deliverables, as applicable.

13. Conducts effective internal and external presentations.

14. Seeks opportunities to demonstrate subject matter expertise in order to develop credibility and enhance the Bank’s reputation.

15. Prepares and presents internal reports. 

16. Monitors and assesses regional fee schedules for updates, changes, and implementation. 

17. Develops and monitors expense and revenue budget for assigned cost center.

18. Follows Bank policy, procedure, and guidelines.

19. Regularly exercises discretion and judgment in the performance of essential job functions.

20. Maintains good punctuality and attendance to work.

 

Knowledge, Skills & Abilities:

1. Knowledge of applicable probate and trust law and investment regulations.

2. Knowledge of federal income, estate, gift, and GST tax; multi-state estate and tax planning issues. 

3. Ability to serve in an advisory capacity to clients and families. 

4. Ability to interpret legal documents.

5. Ability to demonstrate effective leadership and strategic management skills. 

6. Ability to communicate effectively both verbally and in writing.

7. Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.

8. Ability to demonstrate initiative to accomplish work objectives.

9. Ability to work effectively and demonstrate flexibility in a continually changing environment.

10. Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.

11. Ability to work without close supervision. 

12. Ability to demonstrate effective sales and business development skills.

13. Ability to demonstrate effective leadership.

14. Ability to maintain attention to detail.

15. Ability to work in a team environment both internally and externally with clients’ advisors.

16. Ability to demonstrate effective customer service skills.

17. Ability to demonstrate effective presentation skills.

18. Ability to train, supervise and development staff.

19. Ability to travel on company business.

20. Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

 

Basic Qualifications:

1. Bachelor’s degree in business, finance, accounting, or other job related field, or commensurate work experience, required.

2. 10+ years of work experience in trust administration or other relevant work experience, required.

3. Experience with high net worth planning and administration, preferred.

4. Active JD, CTFA or CFP certification, preferred.

 

Job Expectations:

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

 

Note:   This description is not an exhaustive list of all job functions, duties, skills, and job standards required.  Other job functions, duties, skills, and standards may be added.  Management reserves the right to add or change the job requirements at any time.

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EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.