Bank Trust Officer Resume

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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