*TRUST ADVISOR*
 
WHAT IS THE OPPORTUNITY?
Focus is to avail COIs, bank clients, and prospects of CNB/RBC fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervivos trusts), Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue.
 
WHAT WILL YOU DO?
* Perform a legal and administrative review of all potential new business.
* Meet sales goals around sales expectation.
* Work with Bankers, Portfolio Managers, and Financial Consultant colleagues to gather...