Trust & Wealth - Advisor

Colorado Springs

Tuesday, 21 April 2026

Trust and Wealth Advisor, you will participate in ongoing education. Pursue CTFA designation. Actively contribute to building a positive team environment. Provide input and assistance to team members that enhance the teamwork of the entire department. Develop good working relationships with others; recognize and value differences. Take initiative to solve problems and improve efficiencies and processes within scope of authority. Respond quickly and positively to change. Ensure department activities are conducted in accordance with all Bank and regulatory policies and guidelines. Respond quickly and positively to change. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions. Minimum Requirements: Bachelor's degree or equivalent 3 years of banking, trust administration or wealth management experience Strong client relationship skills Knowledge of general fiduciary principles Sound judgment, logical reasoning and decision making skills Efficiency in Word, Excel and Outlook Excellent problem solver Desired Skills: Ideal candidates for this position should possess some or all the following skills: Banking industry experience Concise and clear written and verbal communication skills Work well in group problem solving situations Gather and analyze information skillfully to develop comprehensive solutions Passionate and motivated self-starter Strong work ethic and ability to complete work accurately Ability to think logically in order to analyze situations and make sound decisions Ability to handle multiple tasks simultaneously Capacity to work with multiple computer and software systems Speak clearly and persuasively in positive or negative situations. Display high reasoning skills with ability to define and resolve problems Work well in group problem solving situations Strong results focused; set goals and determine best process to achieve results Effectively manage multiple projects and meet deadlines and deliverables

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