Personal Trust Officer

Exchange Bank
Roseville, CA
Category Banking
Job Description
The Personal Trust Officer will administer and manage personal trust accounts, estate settlements, and personal agency accounts, including client relationships. The role requires trust administration, account management, estate administration, and strong relationship building skills.

Requirements

  • Trust Administration/Account Management
  • Estate Administration
  • Bachelor's degree in business administration or other closely related field
  • 3 to 5 years of experience in trust administration
  • Certified Trust and Financial Advisor (CTFA) designation preferred
  • Trust, legal or accounting experience (corporate trustee preferred)
  • Knowledge of estate planning concepts
  • Ability to network and have a strong connection to the community
  • Strong relationship building/networking skills
  • Solid problem solving abilities
  • Outstanding verbal and written communication skills
  • Flexibility & ability to work in an evolving environment
  • Knowledge of investments/tax/real estate

Benefits

  • 401k Matching
  • Retirement Plan
  • Generous Paid Time Off
  • Health insurance
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