The Trust Review Officer is responsible for reviewing Trust documents across retail, commercial, and mortgage areas, and providing dedicated support to Trust Review, Probate & Guardianship, and the broader Trust Department. This position focuses mostly on trust document review and approval, while also serving as a resource for compliance questions and client inquiries as needed. This role requires a strong focus on quality, compliance, and timely completion of trust document reviews.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
EDUCATION and/or EXPERIENCE:
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees. Seacoast provides integrated financial services including commercial and consumer banking, wealth management and mortgage services to customers at over 75 full-service branches across Florida, and through advanced mobile and online banking solutions. Seacoast Bank is the wholly owned subsidiary bank of Seacoast Banking Corporation of Florida (NASDAQ: SBCF), one of the largest community banks headquartered in Florida and is Member FDIC/Equal Housing Lending.
As of 2023, Seacoast Bank has just under 1,600 associates, $15 billion in assets and $12 billion in deposits.
Our Vision: To be the trusted advisor of choice to the customers, businesses, and communities we serve.
Our Four Promises:
We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to an exceptional customer experience. For nearly a century, Seacoast Bank’s commitment to customers has remained the same and is summarized by its Four Promises. We promise to:
1. Get you comfortable with the right products and the right team to serve you
2. Make your day-to-day banking simple
3. Resolve out-of-the-ordinary items responsively
4. Invest in you and your community
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