This job has expired, please see additional jobs below
Trust Administrator
Hancock Holding Company
New Orleans, LA, United States
Job Details - this job has expired, please see similar jobs below
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. You may review, modify, or update your information by visiting and logging into your account.
Job Function / Summary:
Provides complete trust administrative services, investment management and business development of client relationships for all but the most complex account relationships, has several years of trust experience and possesses a good working knowledge of the Trust Department by performing the following duties
Essential Duties and Responsibilities
include the following. Other duties may be assigned.
Account Administration
• Has a substantial degree of account administration responsibility.
• Handles most account relationships, excluding the most complex or politically sensitive relationships.
• Responsible for assuring that the obligor is complying with those covenants that the trustee is responsible for monitoring through various reports or certificates that the obligor must file with the trustee. These may include insurance certificates, audits, budgets, rebate reports, no-default certificates or other documentation unique to each program.
• If there are funds held by the trustee, the administrator shall make sure that any disbursement or flow of such funds is consistent with the financing documents and directed in writing by an authorized customer representative. Investment directions given by the customer shall also be consistent with program requirements and obtained in writing from an authorized customer representative.
Business Development
• Establishes a calling program for customers, prospects and centers of influence that will facilitate new business development from both existing customers and new prospects; Creates a calling plan for each customer and prospect in the calling program; Proposed calls shall be entered no less frequently than weekly (by end of week for upcoming week)
• Attends professional conferences or trade shows held by the customer/prospect base in order to promote the company brand and trust expertise and attends various public meetings held by customers or parties that provide services to customers in order to both be aware of current customer needs as well as looking for new business opportunities.
• Documents in accordance with Trust policy and keeps current records on all property that is being held at the discretion of the settlor
• Directs collection of earnings from sale of assets and placement of proceeds in trust account
Secondary Duties
• Represents Hancock Bank or the Trust Department by attending events from time to time that the bank is seeking to support through the purchase of seats for a breakfast, luncheon, dinner or other community event
• Participates from time to time in some form of customer/prospect/center-of-influence entertainment
• Oversees the production of a proposal for new business usually done in consultation with a senior administrator or manager regarding pricing or terms
• Reviews the financing documents to assure that the bank is comfortable with all terms and conditions that may require the hiring of trustee counsel to represent the bank in the transaction and the negotiation of terms of the documents
Supervisory Responsibilities
May directly supervise employees in the Trust Department and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Education and/or Experience
• Bachelor's degree from a four-year college or university; four to six years related experience in a trust environment
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
• Excellent communication and client service skills
• Ability to manage time and competing priorities in a retail environment
• Strong interpersonal skills with the ability to interact with all levels of an organization
• Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives
• High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term
• Ability to understand and interpret a P&L and financial statements
• Adaptability, flexibility and ability to work branch hours, including weekends and some evenings
DISCLAIMER
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.