Relationship Manager - Alternative Assets

About The Role
About The Role

A Trust Officer is responsible for servicing existing trust business for the company, including contact with professionals and potential business sources. They provide exceptional service to existing trust clients.

Responsibilities

Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects

Provide in-house expertise on issues relating to trust administration

Book new business and retain business through cross-selling

Call on assigned branches regularly for branch education in trust products

Participate in community activities that provide opportunities to form business relationships with candidates for trust services

Administer accounts in a satisfactory manner, including maintaining account files

Assist clients in achieving planned goals established at the opening of their account within an acceptable level of risk

Most often administers simple trust relationships

Other responsibilities as assigned

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description

May be asked to coach, mentor, or train others and teach coursework as subject matter expert

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words

Takes personal initiative and is a positive example for others to emulate

Embraces our vision to become “Business Bank of Choice”

May perform other duties as assigned

About You

3 years — practical trust experience required

Experience managing simple trust relationships required

Knowledge and understanding of the trust data processing system, as well as general principles of trust accounting and tax law required

Developing interpersonal skills in order to effectively communicate with customers and staff

Exceptional verbal and written communication skills

Good analytical abilities to recognize and solve clients’ estate planning and investment issues

Effective organizational and time management skills

Ability to work in a team environment as well as independently

Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns

Ability to use personal computers, Windows, and related software applications

Basic knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliates

The pay range for this role is $70,000 - $85,000. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Location and Schedule
Primary Location:

Ability to work fully onsite at posted location(s).

1801 California Street Suite 800 Denver CO 80202

Our Benefits
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment To Diversity
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.

To Staffing And Recruiting Agencies
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

#J-18808-Ljbffr