The Vice President, Trust Manager is responsible for the management of the trust department supervising the coworkers in the areas of personal and corporate trust, estate and financial planning, retirement plan services, trust administration and operations. Develops, manages and administers accounts as assigned. Ensures that department goals are met and trust business is conducted according to bank policy and federal law. Understands and completes job responsibilities in accordance with federal and state compliance regulations.

Essential Functions:

Sales and Service 50%

1. Responsible for new business development for self and the department
2. Responsible for service delivery to the trust client base by ensuring compliance with defined standards of service
3. Ensures client investment portfolios are in line with investment committee’s guidelines
4. Manages assigned Trust Client relationships
5. Meets with and prepare written communication to owners/beneficiaries to review client accounts
6. Reviews account transactions, direct disbursements, allocates income, and prepares monthly account reviews
7. Develop new business through client and internal referrals, COIs, and Private Financial initiatives

Management 20%

1. Sets budget and manages profitability of trust and retirement plan services
2. Supervises and manages Trust department co-workers
3. Trains, appraises and coaches co-workers
4. Makes recommendations for co-worker hiring, promotions, goal setting and work plans, and wage adjustments
5. Responsible for the management and administration/updating of the business continuity plans and program

Trust Operations 20%

1. Ensures development, implementation and maintenance of all trust policies and procedures
2. Responsible for the oversight of ongoing regulatory compliance within the trust department
3. Oversees Trust department administrative procedures
4. Coordinates staff utilization of approved systems, provided resources and equipment
5. Organizes and reviews fiduciary tax preparation process with tax vendor as necessary for Trust clients

Additional Duties and Responsibilities 10%

1. Externally promotes the bank and trust services through networking and events
2. Serves on Bank committees as needed
3. Participates in internal and external training and development opportunities as required
4. Other job related duties necessary to carry out the responsibilities of this position

Four-year college degree in accounting, finance, business or equivalent desired. Five years personal trust administration experience required. Three years of supervisory experience required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills (add, subtract, multiply, divide, fractions, percentages, decimals); legible handwriting. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by Chief Wealth Management Officer.

WNB Financial has seven offices in the cities of Winona, Wabasha, Kellogg, Altoona, and Holmen. With electronic options, a community focus, and excellent client service, we customize our financial products and services to fit your needs. We work with you to find the best solutions for you, with the goal of being your Trusted Financial Advisor.

Apply by sending your resume to HumanResources@WNBFinancial.com or visit our website at: https://recruiting.paylocity.com/recruiting/jobs/Details/736253/WNB-Financial-NA/VP-Trust-Manager

EEO/AA Employer/Vets/Disability