VP, Trust Officer

Job description:

As VP, Trust Officer, your will responsibilities include:

  • Relationship Manager for high-profile clients
  • Manage revocable, irrevocable, IRAs, and investment management accounts exceeding $1 million AUM
  • Oversee estate administration and settlement
  • Generate sales by engaging with the community
  • Review investments with customers.


As VP, Trust Officer, your experience will include the following:

  • A minimum of seven years of personal trust relationship management /administration experience.
  • In-depth knowledge of estate administration
  • Knowledge and understanding of investments.
  • A reasonable understanding of oil & gas trust administration
  • Bachelors degree required. CTFA designation preferred.

Why is This a Great Opportunity:

Our client, very stable and profitable, seeks to hire a VP, Trust Officer. This is a great company with a great reputation. For the last ten years, they have been recognized by Bank Director Magazine. This is a very customer-centric bank with low employee turnover. Our client offers a generous base salary plus profit sharing, 401(k), and stock options.

  • Stability; the bank has been around a long time and plans on being around for a long time
  • In addition to base salary, the trust officer is eligible for profit-sharing, 401(k), and stock options
  • Low employee turnover.
  • The position is open due to an upcoming internal transfer.
  • Our client is large enough to offer a variety of products; they offer big-bank services without sacrificing personal relationships.