Sunflower Bank, N.A . is looking for an energetic, highly motivated individual to fill the position of a full-time
Chief Fiduciary Officer
in Phoenix, AZ.
The ideal candidate will have deep and current experience guiding families through complex estate planning issues.
MUST HAVE:
Bachelor's degree in business, finance, legal, or other related field preferred
MUST HAVE:
A JD/LLM with 20 years of related work experience.
MUST HAVE : 15+ years relevant experience in trust and estate practice.
Summary
The Chief Fiduciary Officer will provide oversight and manage the fiduciary and administrative support functions for the department. Recruit, train, and manage day-to-day staff responsible for managing all fiduciary account activity. Ensure all accounts are appropriately matched with experience and customer relationship skills of each administrator. Manages all activities in accordance with trust documents, regulatory guidance, and internal bank policies and procedures. Lead staff to support and grow the fiduciary business. Develop and support general fiduciary training for Sunflower constituents and engage in market development within various trust and estate communities.
Primary Responsibilities
Ensure all fiduciary account relationships are managed in accordance with the requirements of the relevant legal documents, regulatory guidelines and the bank's policies and procedures
Provide oversight of accurate and timely client reporting, management reporting, transactional processing, regulatory compliance of administrative procedures and evaluation of customer directives and requests
Ensure all customer directives and requests are adequately documented and in compliance with regulatory requirements
Develop processes and procedures for WM Trust Department to ensure alignment with relevant regulations and excellent client service
Responsible for maintaining and keeping current the Sunflower trust policy in coordination with Sunflower's compliance team
Ensure all annual reviews are completed in timely fashion
Report all non-compliance issues to relevant oversight committee
Manage new account assignment consistent with requirements and work load
Establish and monitor expectations to achieve goals
Manage the performance, training, and evaluations of assigned staff and ensure all parties are aware of current trust policy
Ensure all reporting for department is accurate and timely for relevant oversight functions
Ensure staff receives adequate training and skill development
Proactively assist financial advisors to grow fiduciary business.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank's Community Reinvestment Act program.
Perform other duties as assigned.
Education / Experience
Bachelor's Degree in business, finance, legal, or other related field preferred
JD/LLM required with 20 years of related work experience
15+ years relevant experience in trust and estate practice required
Prior experience leading a bank trust department preferred
Demonstrated strong leadership and customer relationship building skills (15+ years).
Experienced in maintaining relationships with key internal and external business partners
Possess strong technical and analytical aptitude
Ability to manage multiple priorities; meet time expectations and able to manage day-to-day activities while understanding risks and aligning with strategy and business outcomes
Develop best practices and standards that ensure efficient process; focus on continuous improvement
Effective communicator at all levels; strong presentation skills and experience with developing and delivering training programs
Strong leader; take ownership, lead by example, create a high-performing team, able to make tough decisions - holding team accountable
Must be able to work flexible hours
Must be bondable
Pay is dependent on knowledge, skills, abilities, experience and location
Working Conditions
Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
Sunflower Bank Benefits Employees enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more employee perks & incentives!
People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
You've never worked anyplace like Sunflower Bank!
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
EOE/AA: Minorities/Females/Disabled/Vets
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