Bank Trust Officer Resume
Here is the Bank Trust Officer Resume example:
Christopher Copeland
13 Highland View Drive
Elk Grove, CA 95624
(555)-555-5555
[email]
Job Objective To further improve my skills as a Bank Trust Officer by working for a challenging organization with high goals.
Summary of Qualifications:
- Vast experience in trust administration
- Sound knowledge of trust, investment management, and wealth transition
- In-depth knowledge of trust law, income and estate taxes, investments and insurance
- Proven track record in dealing with complex trust accounts
- Ability to attract and retain trust and investment customers
- Proficient with Word, Excel and PowerPoint
- Strong understanding of related legal, tax and financial concepts
- Strong interpersonal and communication skills
- Excellent organizational and analytical skills
Work Experience:
Bank Trust Officer, August 2005 – Present
JPMorgan Private Bank, Elk Grove, CA
- Coordinated with Tax Department regarding profits, assets and taxes.
- Submitted memoranda to Trust and Investment Committee for approval.
- Conferred with co-trustee to obtain approval.
- Conversed verdict to client and implemented request when necessary.
- Coordinated with portfolio managers regarding asset goals and liquidity requirements.
- Managed accounts related departmental projects.
Bank Trust Officer, May 2000 – July 2005
Bank of Kansas City, Elk Grove, CA
- Provided strategic solutions to clients for constant growth and transition of wealth.
- Executed on client wealth plans and maintained business records as per established standards.
- Produced new revenue both as a contributor and individually.
- Maintained high knowledge of fiduciary, asset, tax and other correlated areas.
- Designed and delivered sophisticated fiduciary solutions, using team model, to High Net Worth clients with complex financial needs.
Education
Bachelor’s Degree in Finance, William Paterson University, Wayne, NJ
Bank Trust Officer Resume
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- March 1, 2024Create Date
- March 1, 2024Last Updated
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