Senior Trust Officer – Client Relations & Compliance

United Community Bank; Brentwood (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

United Community Bank seeks a Trust Officer to manage trust accounts, ensure fiduciary compliance, and guide clients on estate matters. You will collaborate with Private Bankers and Portfolio Managers to support investment management and trust sales opportunities.

The role emphasizes building strong client relationships, settling estates, and coordinating with legal and tax professionals to administer complex trusts effectively.

Qualifications

• Bachelor’s degree in a business-related field or equivalent experience.
• 5+ years of experience in trust administration.
• Proven success in building and maintaining client relationships.
• Experience settling estates and managing unique assets.
• Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities.

Responsibilities

• Manage trust accounts in accordance with legal, regulatory, and fiduciary standards.
• Ensure timely and accurate income and principal distributions to beneficiaries.
• Identify and mitigate risks associated with trust administration.
• Communicate trust provisions clearly and help clients align trust strategies with their financial goals.
• Maintain comprehensive records of trust transactions, correspondence, and legal documents.
• Partner with legal, tax, and other professionals to manage complex trust accounts.
• Ensure adherence to applicable laws, regulations, and internal policies.
• Collaborate with Wealth team members and internal partners to deliver a seamless client experience.
• Build a network of internal and external contacts to attract new client relationships.
• Stay current on legal and regulatory developments impacting trust administration.
• Participate in community events to enhance visibility and attract prospects.

Skills

Client relationships

Fiduciary responsibilities

Trust and estate laws

Analytical skills

Written communication

Verbal communication

Education

Bachelor's degree in business or related field

CTFA, CFP, or JD (preferred)

Job description

United Community Bank seeks a Trust Officer to manage trust accounts, ensure fiduciary compliance, and guide clients on estate matters. You will collaborate with Private Bankers and Portfolio Managers to support investment management and trust sales opportunities.

The role emphasizes building strong client relationships, settling estates, and coordinating with legal and tax professionals to administer complex trusts effectively.