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Trust Advisor

Company: Hancock Whitney
Location: New Orleans
Posted on: May 16, 2020

Job Description:

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JOB FUNCTION / SUMMARY:
Manages and develops complex client relationships for Trust, fiduciary services, Investment Management services, and other types of accounts.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Manages and develops new business for large and complex relationships.
Keeps current with all developments, applicable laws and regulations within individual field and provides advice to more junior administrators, investment officers and/or business development officers as necessary
Represents bank on boards or committees related to businesses or institutions for which the trust department provides a service.
Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remaindermen
Analyzes, studies, and gains full understanding of governing documents
Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, Trust Operations, and others as required
Assures the accounts are in compliance with Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations
Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account
Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance
Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business
Advises management and members of the trust administrative committee on questions regarding the acceptability of trust positions and the proper use of income or corpus for accounts being managed.
Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assigned accounts
Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
Mentors more junior RMs on all aspects of managing and developing Trust relationships.
All other duties/special projects as assigned.
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:
May manage employees and be responsible for the overall direction, coordination and evaluation of this unit 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.

MINIMUM REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:
Requires a bachelor's degree, preferably in Business, Finance, or Accounting
12 years of professional level banking or financial experience and/or training required
6 years of relationship management experience in the particular discipline this role will support (either personal, institutional, corporate or retirement)
Must be able to demonstrate advanced knowledge of Trust administration and operations.
Must be able to demonstrate an experienced understanding of the banking industry.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an undue hardship then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

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.

Keywords: Hancock Whitney, New Orleans , Trust Advisor, Accounting, Auditing , New Orleans, Louisiana

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