Director Trust
Apply NowCompany: Blue Ridge Bank
Location: Richmond, VA 23223
Description:
Company Summary:
Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers.
Position Purpose:
This position is responsible for leading and growing Blue Ridge Bankshares, Inc.'s trust services, referred to as BRB Trust. The position assists clients with a personalized plan to protect and grow assets, create income, preserve wealth, and efficiently administer and/or transfer assets to future generations. The BRB Financial Group, Inc.'s Trust and Wealth Management teams provide fiduciary services including investment management, financial planning, trust administration, and estate settlement.
Responsibilities:
Serves as head of BRB Trust with full P&L responsibility for this department within BRB Financial Group, Inc.
Directs all trust sales and marketing initiatives, sets/monitors production goals for all trust officers, ensures compliance functions are appropriately executed and in accordance with policies and procedures.
Has full authority for hiring and firing Trust staff members, including Trust Officers.
Oversees the preparation of all monthly and quarterly Trust management reports, including submission of quarterly bonus payments. Presents reports to the company's board of directors.
Serves as chief liaison between BRB Trust and its primary vendors.
Works closely with BRB Trust Operations Manager to achieve firm goals and objectives and enforce Trust policies and procedures.
Ensures fiduciary oversight of discretionary asset management is held to the highest standards.
Responsible for the enforcement of all company policies and procedures and in compliance with regulatory requirements
Responsible for timely response to internal and external audits and examinations.
Performs other duties as assigned.
Creates value for the company and its employees.
Lives the company's core values.
Requirements
Education and Certifications:
Bachelor's degree in finance, Accounting, or Business-related program.
Law degree or master's preferred.
CPA, CTFA, CFP, CFA, CES, or equivalent preferred.
Skills/Experience.
10+ years of relevant trust experience.
Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
Business growth experience
Communication skills must be top tie
Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook).
Knowledge of banking principles and regulations.
Strong decision-making/problem resolution skills.
Knowledge of Personal Trust Law and Administration
Knowledge of trust accounting system, workflows, and best practices
Demonstrate strong analytical and math skills, organizational skills, and customer service skills.
Effective verbal and written skills to effectively communicate in the English language required.
Experience within Banking or similar field.
Abilities:
Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills.
Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
Ability to travel within the footprint.
Ability to learn bank programed software.
Ability to build and maintain relationships, while providing exceptional customer service.
Ability to work within a team environment.
Ability to read and comprehend complex instructions, correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence, or government regulations.
Ability to deal directly with the public, on the phone or face to face, following the Bank's Customer Service Standards.
Ability to handle high stress levels and stressful situations.
Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers.
Position Purpose:
This position is responsible for leading and growing Blue Ridge Bankshares, Inc.'s trust services, referred to as BRB Trust. The position assists clients with a personalized plan to protect and grow assets, create income, preserve wealth, and efficiently administer and/or transfer assets to future generations. The BRB Financial Group, Inc.'s Trust and Wealth Management teams provide fiduciary services including investment management, financial planning, trust administration, and estate settlement.
Responsibilities:
Serves as head of BRB Trust with full P&L responsibility for this department within BRB Financial Group, Inc.
Directs all trust sales and marketing initiatives, sets/monitors production goals for all trust officers, ensures compliance functions are appropriately executed and in accordance with policies and procedures.
Has full authority for hiring and firing Trust staff members, including Trust Officers.
Oversees the preparation of all monthly and quarterly Trust management reports, including submission of quarterly bonus payments. Presents reports to the company's board of directors.
Serves as chief liaison between BRB Trust and its primary vendors.
Works closely with BRB Trust Operations Manager to achieve firm goals and objectives and enforce Trust policies and procedures.
Ensures fiduciary oversight of discretionary asset management is held to the highest standards.
Responsible for the enforcement of all company policies and procedures and in compliance with regulatory requirements
Responsible for timely response to internal and external audits and examinations.
Performs other duties as assigned.
Creates value for the company and its employees.
Lives the company's core values.
Requirements
Education and Certifications:
Bachelor's degree in finance, Accounting, or Business-related program.
Law degree or master's preferred.
CPA, CTFA, CFP, CFA, CES, or equivalent preferred.
Skills/Experience.
10+ years of relevant trust experience.
Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
Business growth experience
Communication skills must be top tie
Strong computer skills relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook).
Knowledge of banking principles and regulations.
Strong decision-making/problem resolution skills.
Knowledge of Personal Trust Law and Administration
Knowledge of trust accounting system, workflows, and best practices
Demonstrate strong analytical and math skills, organizational skills, and customer service skills.
Effective verbal and written skills to effectively communicate in the English language required.
Experience within Banking or similar field.
Abilities:
Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills.
Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
Ability to travel within the footprint.
Ability to learn bank programed software.
Ability to build and maintain relationships, while providing exceptional customer service.
Ability to work within a team environment.
Ability to read and comprehend complex instructions, correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence, or government regulations.
Ability to deal directly with the public, on the phone or face to face, following the Bank's Customer Service Standards.
Ability to handle high stress levels and stressful situations.