Job Description

Security Bank & Trust Co. is seeking a highly experienced and motivated Senior Trust Officer to serve in our trust and estate administration services. This individual will play a crucial role in managing high-net-worth client relationships, ensuring compliance with trust laws, and driving business development initiatives. The ideal candidate will be a strategic thinker with deep expertise in fiduciary services and a strong track record of growing trust portfolios.

Key Responsibilities

• Trust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.

• Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.

• Compliance & Risk Management : Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.

• Business Development & Sales : Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.

• Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.

• Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Banking, Business, or a related field. A JD, CPA, or CTFA (Certified Trust and Fiduciary Advisor) designation is a plus.
• Experience: Minimum of 5+ years of experience in trust and estate administration, with a proven ability to manage complex trust structures and relationships.
• Technical Expertise: Strong knowledge of trust law, probate law, estate planning strategies, fiduciary principles, and tax implications for trusts and estates.
• Sales & Business Development: Excellent ability to identify and cultivate new business opportunities while maintaining existing relationships.
• Communication & Leadership: Exceptional interpersonal skills, with the ability to clearly communicate complex financial and legal concepts to clients and colleagues.
• Technology Proficiency: Familiarity with trust accounting and wealth management software is preferred.

Compensation & Benefits

Competitive base salary: $125,000-$160,000

· Performance-based commission program

· 401(k) match and profit-sharing plan

· Comprehensive health, dental, and vision insurance

· Opportunities for professional growth and advancement

Why Join Us?

Security Bank & Trust Co. is a trusted financial institution dedicated to serving Minnesota entrepreneurs, business owners, and families. With over $500 million in Trust assets, we are committed to providing personalized fiduciary services while fostering a culture of integrity, innovation, and community support. As a Senior Trust Officer, you will have the opportunity to make a significant impact on our clients' financial futures while growing your career in an environment that values expertise, leadership, and long-term relationships.

Job Tags

Similar Jobs