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Trust Client Services Associate

Stock Yards Bank and Trust

Louisville, KY

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JOB DETAILS
SKILLS
Business Operations, Business Writing, Communication Skills, Computer Skills, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Establish Priorities, Estate Planning, Fiduciary, Investment Services, Maintain Compliance, Microsoft Excel, Microsoft Word, Multitasking, Philosophy, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Regulatory Compliance, Spreadsheets, Stock Purchase Plans, Wealth Management, Word Processing, Writing Skills
LOCATION
Louisville, KY
POSTED
1 day ago

Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Job Title: Trust Client Services Associate

FLSA Status: Exempt

Department: Trust

General Job Summary:

Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations.

Organizational Duties and Responsibilities:

  1. Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
  2. Supports all functions that maintain compliance with regulatory agencies.


Essential Duties and Responsibilities:
  • Effectively communicate with internal and external clients, verbally and in writing
  • Draft client communications with guidance from Advisor
  • Prepare presentations for existing clients
  • Anticipate client and Advisor needs in all situations; resolve issues with guidance from Advisor
  • Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.
  • Assist Advisors with required client annual reviews and clearing exceptions on accounts, with guidance from Advisor
  • Maintain service standard activities, COI activities, and other required calling activities
Other Functions:
  • Provide office coverage and support in emergency situations
  • Perform other duties as assigned
Working Conditions:

Office setting requiring sitting and standing

Minimum Job Requirements:

Education: High School Diploma or GED Equivalent; BA/BS preferred

Specific Skills:
  • Proficient computer application skills in word processing and spreadsheets (Word, Excel)
  • Self-motivated and dependable
  • Ability to learn trust system and new technology
  • Independent decision making ability within limits set by the Wealth Management & Trust Department
  • Professional communication skills, both written and verbal, with all levels of personnel and clients
  • Professional grammar, spelling and business writing skills
  • Ability to develop and implement problem solving skills
  • Ability to prioritize and organize work
  • Ability to function independently in a multi-task environment, as well as part of a team
  • Ability to maintain confidentiality
  • Must be detail oriented
  • Professional appearance and demeanor
  • Knowledge of investment, fiduciary, and estate planning concepts is a plus
  • Work experience in a trust department or related field is a plus
Specialized: None

Licenses: None

Supervisory Responsibility: None

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. Must be able to see, hear, speak, grasp paperwork, and type. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

Benefits:
  • 401(K) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Flexible Savings Accounts
  • Health Savings Accounts
  • Bank paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

About the Company

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Stock Yards Bank and Trust

Stock Yards Bank & Trust Co. is a wholly owned subsidiary of Stock Yards Bancorp, Inc. (NASDAQ: SYBT), with company assets totaling $2.3 billion, serving the Louisville, Kentucky, Indianapolis, Indiana, and Cincinnati, Ohio markets. Founded in 1904, Stock Yards Bank has evolved from a small bank serving the Louisville livestock industry to a nationally recognized bank known for exceptional service and financial performance. Our capabilities align well with those of national banks, but our focus has always been building a strong relationship with our customers.

Our mission statement calls for providing unsurpassed service to our customers and a great place to work for our employees. Our commitment to this philosophy is a key reason our parent company, Stock Yards Bancorp, a publicly traded company, has consistently ranked as one of the country’s top-performing community banks, and why again in 2016, Stock Yards Bank was named one of the Best Places to Work in Kentucky by the Kentucky Chamber of Commerce.

Contact information
Sara Cahill-King
Recruitment Coordinator
Sara.cahill-king@syb.com
(502)625-3745

COMPANY SIZE
500 to 999 employees
INDUSTRY
Banking
FOUNDED
1904
WEBSITE
https://www.syb.com/

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