New

Trust Officer

First Mid Bank & Trust

paid time off, tuition reimbursement, 401(k)

May 22, 2025

Position:
Trust Officer

Location:

Creve Coeur, MO

Job Id:
4099

# of Openings:
1

Administers accounts where the Bank acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court appointed guardian of the estate of minors or incompetents and as an agent under a custody, escrow, safekeeping, or investment management arrangement.

Responsibilities include, but are not limited to:

Where the Bank is personal representative of an estate, the assigned trust officer is responsible for the following duties:
- Cooperates with legal counsel as to probate the will within departmental policies and applicable state law
- Identifies, collects, secures, and appraises all assets and prepares an inventory in a timely manner
- Handles assets such as real estate and closely held corporations that must be specially managed
- Maintains contact with beneficiaries concerning their interest
- Cooperates with accountant to properly determine tax elections; file federal and state tax returns and pay taxes in a timely manner.
- Ensures that all estate liabilities are identified, proven and satisfied
- Ensures that remaining assets are distributed property
Where the Bank acts as trustee, the assigned trust officer is responsible for the following duties:
- Administered trust in accordance with the will or trust agreement, bank policies and state laws
- Trust income is collected and properly processed and distributed or reinvested
- Trust principal is properly managed, invested and distributed
- All tax reports and returns are prepared and submitted in a timely manner
Responsible for performing the statutory duties of a guardian of real and personal property in accordance with the directions of the court and concerned governmental agencies, and within departmental procedures and policies
Responsible for performing all duties specified in the terms of a custodial, escrow, safekeeping or investment management agreement. Secures and invests customer's assets, collects and remits or reinvests income as directed
Responsible for the administration and management of certain personal trusts. Responsible for building customer satisfaction in the Bank
Oversees activities of other trust officers and department procedures related to personal trusts.
Cross-sells other Bank services with officers in charge of retail deposits, retail lending, commercial lending, and cash management.
Participates as a member of various Trust committees as assigned.
Represent the Bank and provide leadership in key community activities and community activities and committees. Participate in professional associations, attend conventions, conferences and seminars. Build relationships with potential referral sources.
Completed required training associated with job function.
Performs other duties as assigned.
Build and maintain strong customer relationships.

Qualifications

Education/Experience:

Bachelor's degree in Finance or Business Administration or the equivalent of five plus years of specialized training in trust and investments and overall bank management.

Skills:

Thorough knowledge of Company's product and services.
High level of analytical skills to conduct trust/investment account analysis and maintain account's progress in consideration of market trends, interest rates, economic conditions and other factors.
High level of interpersonal skills to interact with customers and potential customers in a professional manner.
Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment.

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.

First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

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Pay Range: $66,000 - $82,500 per year

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