Email Opening Apply Now Title Trust Investment Officer  About the Organization Superior National Bank approaches every day with the philosophy that we 'Grow Your Future.' Our employees are instrumental in helping us achieve that goal. As an organization, we value the efforts of our employees as they strengthen our pillars of trust through the great work that they do. Each member of our team plays an integral role in supporting the overall success of the organization. We try to create a work environment that supports employee development and engagement by staffing our locations with honest, hard-working people who truly care about one another, their customers, and our community. If this describes a culture that appeals to you, we invite you to apply to join our team. Thank you for your interest in becoming a team member of Superior National Bank!   Tags Trust, Wealth Management, Trade preparation, investments, balancing, recommendations, non-discretionary accounts, client meetings, reporting, equity, financial markets   EOE Statement Superior National Bank is an equal opportunity employer that does not discriminate on the basis of race, religion, national origin, ancestry, age, color, sex, gender, gender identity, gender expression, physical or mental disability, medical condition, pregnancy, military or veteran status, marital status, sexual orientation, genetic information or other characteristic protected by applicable law. If you have a disability that impairs your ability to be considered, interviewed or tested for a position, please let us know what accommodations you may require.   Open Date 4/15/2024   Location Hancock   Description Title: Trust Investment Officer Department: Trust & Wealth Management Reports To: SVP/Trust & Wealth Management Director Supervises: None Summary: The Trust Investment Officer leads all investment related functions within the Trust & Wealth Management department. This includes monitoring economic conditions, setting our asset allocation targets, monitoring & screening securities, placing trades and overall management of investment portfolios in conjunction with clients’ financial needs and objectives. Major duties & responsibilities: Buys and sells securities for individual trust accounts in accordance with policies and procedures established by the trust agreement and/or Trust Committee. Manages the investment of funds in a variety of estate, trust, agency, IRA, and accounts, both discretionary and non-discretionary. Reviews portfolios and individual securities and communicates recommendations/decisions to the appropriate party. Maintain lists of approved stocks and exchange traded funds and presents to Trust Committee for approval. Reviews the assets in each account periodically to ensure that these investments meet the intent and objectives of the client/trust agreement. Analyzes recommendations, forecasts, and strategies regularly. Maintains an awareness of federal and state laws and regulations pertaining to the investment of trust funds. Prepares new business proposals as needed. Markets trust services to present and prospective clients. Develop a strong community presence and be involved in community activities to serve as an ambassador the bank in our market areas. Perform business development functions and activities in all bank market areas. Perform other duties as assigned. Education & Experience: Bachelor’s degree in business, finance, or related field or equivalent experience CFA, MBA, MSF preferred but not required Three or more years of experience in investment management   Full-Time/Part-Time Full-Time   Number of Openings 1   Shift Days   Exempt/Non-Exempt Non-Exempt   Req Number TRU-24-00001   Category Trust   Hours per week 40   This position is currently accepting applications. Apply Now WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles Teller Float - Calumet in Calumet, Michigan Posted on: 4/23/2024 [Apply Now]

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