Trust Officer

Are you a CTFA or seasoned trust professional? We are seeking an experienced individual to join our Trust and Investments team! This is a full-time position working with private trusts, including components of banking, trust and estate law, and asset management. The ideal candidate is one that possesses excellent interpersonal relationship skills, excels at communication, a customer service expert, and natural self-starter.

Primary Job Duties and Responsibilities

• Financial Planning Knowledge: Basic understanding of a wide range of subject matters including income taxation, cash flow modeling, investments, and insurance
• Estate Planning Experience: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts, and planning with trusts
• Establishment and maintenance of relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities
• Serves as a Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument

Education and Experience Requirements:

• Five (5) years administering personal trust accounts or related fiduciary and/or banking experience
• Undergraduate Degree in a related field or seven (7) years equivalent in combined experience and education
• Professional designation preferred
• On-going course work will be required

For a more detailed job description and requirements, please visit our Career page at The First National Bank of Mount Dora, FL Careers (~~~)

These positions are not subject to remote working opportunities. Salary is dependent on experience.

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job.  They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Company Description:

First National Bank of Mount Dora (FNBMD) was established in 1925 to serve the financial needs of businesses and residents in Mount Dora. Over the years, we've helped the community grow and prosper and have supported numerous community focused and charitable causes.

Our current executive team grew up in the bank, learning how to support local businesses while adopting new ideas and technologies. Today, FNBMD is a community bank with unlimited reach, offering all the services our customers need and expect, with a market-tested leadership team. 

We are committed to integrating the business tools that local business owners need -- such as online account management, wire services, and debit and credit card management -- while maintaining personal relationships with our customers.  We take the time to understand their individual needs and create customized business loans and lines of credit to help them reach their goals. And because our decision-makers are local, we can move fast and make big decisions quickly.