Associate Trust Officer – Client Service & Growth

Columbia Bank; Las Vegas (NV); On-site; USD 60,000 - 105,000; Full time

Job summary

Columbia Bank in Las Vegas, NV seeks an Associate Trust Officer to advance trust administration, client service, and business development under senior officers. This role administers simple trust and investment accounts and supports the administration of complex trusts while maintaining and developing client relationships with moderate supervision.

You will participate in prospect meetings, prepare proposals, and contribute to community outreach to form trust client relationships, ensuring

Qualifications

• Bachelor’s degree is preferred; practical trust experience is valued.
• CFTA Education Enrolled is noted as required/important.

Responsibilities

• Perform written and verbal communications to ensure satisfactory completion of work.
• Support setup and closure of accounts, ensuring accuracy and compliance.
• Develop and retain client relationships; engage in business development activities.
• Shadow senior trust officers during prospect meetings and networking events; assist in preparing proposals for prospective clients.
• Participate in partner education to promote services; engage in community activities to form business relationships.
• Administer accounts and maintain files; assist in achieving goals within acceptable risk.
• Participate in client meetings and contribute to communication plans.
• Prepare annual accountings for court on Conservatorship and Estate accounts.
• Administer simple trust and investment relationships; assist with complex trusts.
• Create presentations and reports; stay up-to-date on bank regulations and training.

Education

Bachelor’s degree, preferred if practical trust experience

CFTA Education Enrolled

Job description

Columbia Bank in Las Vegas, NV seeks an Associate Trust Officer to advance trust administration, client service, and business development under senior officers. This role administers simple trust and investment accounts and supports the administration of complex trusts while maintaining and developing client relationships with moderate supervision.

You will participate in prospect meetings, prepare proposals, and contribute to community outreach to form trust client relationships, ensuring