President and Senior Wealth Officer

Oversee all Trust staff in compliance with state and federal regulation and company policies and established Standard Operating Procedures (SOPs). Work within a team to ensure department goals are met and that clients receive exceptional service and sensible advice.

Supervise wealth management leadership team. Monitor risk management activities and ensure proper procedures are in place to mitigate risk of error or fraud. Manage financial budget and strategic plan completion.

Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness and accuracy. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through involvement in local organizations and events.

• Supervise wealth management leadership team.
• Represent wealth management department in senior management meetings.
• Create and manage annual department budget.
• Develop and execute tri-annual strategic plan.
• Identify and pursue opportunities to grow the wealth management department through new markets, product development, etc.
• Monitor risk management activities of team.
• Respond to audit and exam exception findings. Ensure corrective actions are taken.
• Lead special projects such as RFP's, conversions, acquisitions, etc.
• Report suspicious transactions or unusual occurrences to supervisor.
• Conduct and document periodic risk reviews and run reports as needed.
• Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
• Maintain customer confidence and protect bank operations by keeping information private and confidential.
• Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks
• Other duties as assigned

• Lead recruitment efforts and partner with Human Resources to recruit, hire, retain and develop a talented and diverse workforce.
• Coordinate training for new hires and in conjunction with performance and developmental needs.
• Monitor behavior and results to effectively coach and motivate team members to achieve service and sales goals.
• Prepare and conduct scheduled performance evaluations. Address and document performance issues.
• Schedule employees, manage time off requests and approve weekly timecards.
• Responsible for building and developing a successful team as well as staff retention. Involve staff in planning, decision-making and process improvement.
• Responsible for encouraging continuous enhancement of subordinates' knowledge and competencies to foster their successful career advancement.

• College degree in business or finance with a minimum of 10 years' experience in wealth management. Professional designations such as MBA, CFP, JD, CTFA, etc. preferred.
• Knowledge of agency guidelines and industry standards as they relate to trust administration.
• Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
• Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
• Ability to perform complex mathematical computations using various business machines and/or computers.
• Must have proficient typing and computer skills, specifically Microsoft Word and Excel.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)

Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.

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