Sr. Trust Officer

Responsibilities

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews.
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high‑quality experience.
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios.
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects.

Key Attributes / Competencies

• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
• Initiative/proactive approach to problem solving.
• Creative though prudent approach to providing solutions within Bank's risk/reward profile.
• Ability / drive to "ask for the order" to close sales.
• Good people/partner communication skills / team player.
• Knowledge of policies, procedures, regulatory requirements.
• High level of savvy and sophistication re: high net worth clients' concerns / issues.
• Ability to communicate and connect with high net worth clients.

Desired Skills

• Bachelor's Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience.
• Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
• Risk Management.
• Business Development.
• Client Management.
• Wealth Planning.
• Customer and Client Focus.
• Client Experience.
• Branding.
• Client Solutions Advisory Process Management.
• Decision Making.
• Presentation Skills.

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift & Hours

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Range

Pay range $95,200.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible. Employees are eligible for an annual discretionary award based on overall individual performance and contributions.

Benefits

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to employees so they can make a genuine impact and contribute to sustainable growth.