Senior Trust Officer

Blackhawk Bank & Trust; Pleasant Valley Township (IA); Sur place; USD 110 000 - 140 000; Plein temps

Résumé du poste

Blackhawk Bank & Trust in the Quad Cities region seeks a Senior Trust Officer to provide senior leadership in administration, management, and growth of the Trust Department. You will oversee daily trust administration, asset management, and regulatory compliance while guiding Trust Officers and support staff.

The role emphasizes high-net-worth relationships, business development collaboration, and mentoring, with strong emphasis on trust laws, fiduciary standards, and exceptional client service.

Qualifications

• Bachelor’s degree in business-related field preferred.
• Previous experience in Trust administration.
• Supervisory or leadership experience within a Trust or Wealth Management environment preferred.
• Trust-related certification is preferred.
• Proficiency in trust accounting software and related technology.
• Knowledge of state and federal trust regulations.

Responsabilités

• Oversee trust administration, asset management, accounting, distributions, investments, and tax reporting, ensuring compliance with legal and fiduciary requirements.
• Serve as Trust Officer for complex and high net worth accounts, acting as primary contact for beneficiaries and interested parties.
• Review and approve trust documents, transactions, and Trust Officer work for accuracy and compliance.
• Manage asset allocation, investment performance, and risk mitigation in line with trust objectives.
• Identify and resolve complex trust issues and disputes.
• Supervise, mentor, and develop Trust Officers and staff, including performance management and training.
• Participate in hiring, onboarding, and retention of Trust department staff.
• Ensure department wide compliance, controls, and support audits and regulatory exams.
• Meet with current and prospective clients to assess needs and support business development.
• Build relationships with beneficiaries, attorneys, CPAs, and internal partners; participate in branch and industry events.
• All other duties assigned.

Connaissances

Leadership

Communication

Analytical

Attention to detail

Teamwork

Financial analysis

Formation

Bachelor's degree in business-related field

Trust-related certification (preferred)

Outils

Trust accounting software

Description du poste

Brief Description

The Senior Trust Officer provides senior leadership in the administration, management, and growth of the Trust Department. This role oversees the daily administration and asset management of Trust accounts while supervising, mentoring, and directing Trust Officers and support staff. The Senior Trust Officer maintains expert-level knowledge of trust laws, regulations, fiduciary standards, and best practices, ensuring full regulatory compliance and exceptional client service.

The Senior Trust Officer serves as a primary subject matter expert, leads complex and high net worth trust relationships, supports business development initiatives, and fosters strong relationships with beneficiaries, grantors, co-trustees, attorneys, CPAs, and internal business partners.

Duties and Responsibilities

• Oversee trust administration, asset management, accounting, distributions, investments, and tax reporting, ensuring compliance with all legal, regulatory, and fiduciary requirements.
• Serve as Trust Officer for complex and high net worth accounts, acting as primary contact for beneficiaries and interested parties.
• Review and approve trust documents, transactions, and Trust Officer work for accuracy, compliance, and adherence to governing instruments and internal policies.
• Manage asset allocation, investment performance, and risk mitigation strategies in alignment with trust objectives.
• Identify, address, and resolve complex issues, disputes, and sensitive trust matters.
• Supervise, mentor, and develop Trust Officers and staff, including workload allocation, performance management, training, and succession planning.
• Participate in hiring, onboarding, and retention of Trust department staff.
• Ensure department wide compliance, internal controls, and best practices; assist with audits, regulatory exams, reports, and committee materials.
• Meet with current and prospective clients to assess needs, recommend trust solutions, and support business development and referral efforts.
• Build and maintain strong relationships with beneficiaries, attorneys, CPAs, internal partners, and community professionals; participate in branch visits and industry events.
• All other duties assigned.

Requirements

• Bachelor’s Degree in a business-related field is preferred.
• Previous experience in Trust administration.
• Proven supervisory or leadership experience within a Trust or Wealth Management environment preferred.
• Trust-related certification is preferred.
• Proficiency in trust accounting software and other relevant technology.
• Knowledge of state and federal trust regulations.

Required Skills

• Excellent verbal and written communication skills.
• Strong analytical skills for financial analysis and asset management.
• Strong leadership, coaching, and people management skills.
• Superior organizational skills to manage multiple accounts and tasks efficiently.
• Technical financial analysis skills to evaluate investment options and performance.
• Attention to detail to ensure accuracy in documentation and compliance.
• Ability to work independently and as part of a team.
• Strong interpersonal skills to build and maintain client relationships.

Summary

Blackhawk Bank & Trust is a locally owned financial institution with 17 Quad City area branches. If you are looking to join a bank with deep roots in the Quad Cities, this is the opportunity for you! We offer a competitive wage and benefit package that includes paid vacation, paid holidays, life insurance, medical insurance, and a generous profit-sharing retirement plan.

Why Build Your Career at Blackhawk Bank & Trust?

• Join a locally owned bank that's proudly served the Quad Cities since 1961.
• Make a meaningful impact by building lasting relationships with customers and communities.
• Grow your career with opportunities to learn, develop, and advance.
• Be part of a collaborative team that values your ideas and contributions.
• Give back through community events, volunteer opportunities, and local partnerships.
• Help shape the future of an independent bank that's committed to staying local.

EOE/Minorities/Females/Vet/Disability