Private Client Services (PCS) Senior Trust Advisor

The Private Client Services Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, and personal retirement relationships, while developing comprehensive financial strategies for clients. The role involves establishing strong business relationships, advising on banking needs, estate planning, and tax matters, and achieving sales goals through proactive client engagement and networking. This position may focus on a specialty within Private Trust and requires overseeing less experienced staff and managing a book of business to meet revenue objectives.