Job Description

Job Description

Job Description

Trust Officer I

Journey Bank, a Muncy Columbia Financial Company, is a strong, independent, community bank with over $1 Billion in assets and 275 employees headquartered in Bloomsburg, PA. We are seeking a full-time Trust Officer I to support the services provided by the Trust Department as listed below at our Muncy, PA office.

The Trust Department serves as Executor of individuals Last Wills and Testaments, Trustee of trusts created for the benefit of children, grandchildren, scholarships and charitable organizations, Financial Power of Attorney for individuals; and Agent to assist with investment accounts. As part of the Trust Services Department, this position reports directly to the SVP, Trust Services Director.

Requirements:

• Minimum high school diploma or equivalent with a preference for an advanced degree in an accounting, business, or financial field of study.
• Minimum of 1 year experience in a related position is required
• Ability to use computer with Windows and Web-based software applications including Microsoft Word and Excel.
• Advanced reading, writing, and grammar skills
• Proficient typing, math and analytical skills with attention to detail and accuracy

Responsibilities: Performs a variety of duties to support the trust department services, including:

• Provide bank customers in areas such as estates, personal trusts, guardianships, corporate trusts, and any other appropriate fiduciary capacity. Conferring with clients, heirs, attorneys, and other interested parties as needed over the life of the account to explain the Bank's role, resolve problems, establish the needs, and provide assistance.
• Complete analysis requirements of assigned accounts; studies nominating instrument, determines cash requirements, and anticipates tax consequences; prepares complete report.
• Reviews will and trust agreements; setting up accounts to determine fiduciary responsibilities.
• Arranges meetings with clients or other interested parties of accounts as necessary.
• Monitors the cash and investments of each account with consideration of the objective of the objectives of the accounts, needs of beneficiaries, and cash requirements for taxes and distributions.
• Performs research and review of stocks, bonds, and other investment securities; makes reports and recommendations on ways to better meet account objectives.
• Prepares and maintains status records and reports on trusts, estates, business development, and financial planning activities; prepares various reports, statements, and forms including tax, regulatory, and other governmental forms as required.
• Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor.
• Cooperates with, participates in, and promotes the adherence to all internal policies, procedures, and practices in support of risk management and overall safety, soundness, and compliance with all regulatory requirements. This includes annual Bank Secrecy Act (BSA) training and complying with all BSA rules and regulations as they pertain to the job position within the Bank.

Work hours are Monday-Friday, 40 hours per week. We provide a competitive compensation and excellent benefit package including 401(k), medical, dental, vision, paid holidays and vacation.

Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.

All job offers are contingent upon results of a criminal record check, drug screening and credit check.

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