We're committed to bringing passion and customer focus to the business.
This position directs Private Wealth sales and operations, and leads associates within the assigned market.
Essential Duties and Responsibilities
Provides direction, oversight, and leadership for the departments within the Trust Division for assigned market.
Develops and implements a business development plan and budget for the managed area.
Maintains a high level of contact with major client relationships within the managed area.
Manages assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships.
Supervises the trust associates in the managed area, ensuring that they have the necessary training to perform and complete their duties within the appropriate guidelines.
Participates in civic, community, banking, trust, and legal organizations
Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
Ability to read, analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence, procedures, and routine reports.
Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
Ability to speak effectively, present information, and respond to questions in one-on-one and small or public group situations, to customers, clients, employees, and managers.
Education and/or Experience
BS/BA Degree (4 year) from an accredited university/college, plus
Six to eight years of experience as a trust manager/officer
People management experience strongly preferred
Computer Skills
MS Word and Outlook
Certificates, Licenses, Registrations
CPA, CFP, Law Degree or ABA designation, in the area managed, is preferred.
Other Qualifications (including physical requirements)
Must have good interpersonal skills-the ability to manage people.
Must have good communication skills.
Must have good sales skills.
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Skills Required
- BS/BA Degree (4 year) from an accredited university/college
- Six to eight years of experience as a trust manager/officer
- People management experience
- MS Word and Outlook
- CPA, CFP, Law Degree or ABA designation in the area managed
- Ability to read, analyze and interpret financial reports and legal documents
- Ability to write business correspondence, procedures, and routine reports
- Ability to speak effectively and present information to clients, employees, and managers
- Good interpersonal, communication, and sales skills
Simmons Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Simmons Bank and has not been reviewed or approved by Simmons Bank.
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Healthcare Strength — Medical, dental and vision coverage are paired with an HSA that includes company funding. Dedicated care options and access to no‑cost services for covered members strengthen day‑to‑day healthcare support.
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Retirement Support — A 401(k) with employer match is complemented by an employee stock purchase plan and profit‑sharing eligibility. Occasional discretionary company contributions further boost long‑term savings potential.
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Leave & Time Off Breadth — A combined PTO bank and up to ten paid company holidays provide structured time away. Paid leave programs support coverage for key life events.
Simmons Bank Insights
What We Do
We were founded as a community bank. More than 100 years later, we still act like one. For over a century, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be. Simmons Bank has 200 locations and employs 2,800 associates across our six-state footprint
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