Bank Trust Officer Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

To further improve my skills as a Bank Trust Officer by working for a challenging organization with high goals.

Summary of Qualifications:

  • Vast experience in trust administration
  • Sound knowledge of trust, investment management, and wealth transition
  • In-depth knowledge of trust law, income and estate taxes, investments and insurance
  • Proven track record in dealing with complex trust accounts
  • Ability to attract and retain trust and investment customers
  • Proficient with Word, Excel and PowerPoint
  • Strong understanding of related legal, tax and financial concepts
  • Strong interpersonal and communication skills
  • Excellent organizational and analytical skills

Work Experience:

Bank Trust Officer, August 2005 – Present

JPMorgan Private Bank, Elk Grove, CA

  • Coordinated with Tax Department regarding profits, assets and taxes.
  • Submitted memoranda to Trust and Investment Committee for approval.
  • Conferred with co-trustee to obtain approval.
  • Conversed verdict to client and implemented request when necessary.
  • Coordinated with portfolio managers regarding asset goals and liquidity requirements.
  • Managed accounts related departmental projects.

Bank Trust Officer, May 2000 – July 2005

Bank of Kansas City, Elk Grove, CA

  • Provided strategic solutions to clients for constant growth and transition of wealth.
  • Executed on client wealth plans and maintained business records as per established standards.
  • Produced new revenue both as a contributor and individually.
  • Maintained high knowledge of fiduciary, asset, tax and other correlated areas.
  • Designed and delivered sophisticated fiduciary solutions, using team model, to High Net Worth clients with complex financial needs.


Bachelor’s Degree in Finance, William Paterson University, Wayne, NJ