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Trust Officers and Customers

Question: 
Are trust officers considered “front-line” staff?
Answer: 

A trust officer could be considered a front-line team member who works directly with customers. Depending on the trust type, the trust officer performs a variety of responsibilities, some of which may involve direct interaction with the customer. For example, a trust officer who manages a company's profit sharing program would likely meet with the customer to provide updates and discuss distributions.

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Read more about trust officers and front-line staff.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 02/06/2022

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