Trust Officer


Qty Pricing for all Job Descriptions!
(Discount shown at checkout.)

The Trust Officer is responsible for attracting, growing, and retaining a portfolio of personal trust relationships of high net worth customers for the Bank. Responsible for managing an assigned portfolio of customers; maximizing customer engagement by assessing, understanding, and identifying customer banking needs and providing or arranging a wide array of wealth advice; provides trust and estate services to customers within the Bank's market area. The position is responsible for attaining established individual, department and Bank goals through active participation in sales management and officer call programs. Performs direct supervisory duties of department staff, and coordinates staff for coverage in all related areas of the department.

All job descriptions developed by also include the following subject matter to help you develop an ADA compliant document:
  • Essential Duties
  • Secondary Duties
  • Supervisory Responsibility
  • Environment and Physical Activity
  • Mental Demands
  • Minimum Requirements
This job description template (approximately 5 pages in Arial Font Size 9 text) is available to purchase from in Microsoft® Word format for a flat fee of $35.00, and you can receive your order via e-mail attachment or on CD-ROM for large volume orders.

Standard Volume Discounts
Individual and volume pricing plans are available to fit every budget. You can buy one policy at a time, or mix and match multiple policies. Simply put - the more you buy, the greater discount you will receive.

*Discounts will not be reflected on your invoice, but will be reflected on your credit card bill.

PLEASE NOTE: If you order Bank Policies or Job Descriptions, you will receive your order via email within 24-48 hours.

Add to Cart:

  • Model: JOB-TRSTOFF
  • Manufactured by: Bank Policies

This product was added to our catalog on Monday 25 August, 2014.

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