Senior Trust Operations Manager

Security National Bank; Omaha (NE); On-site; USD 85,000 - 120,000; Full time

Job summary

Security National Bank in Omaha, Nebraska, seeks a Trust Operations Manager to oversee operations across trust services and wealth management, ensuring accurate posting, reporting, and maintenance of client accounts and transactions.

The role leads trust accounting, account management, policy development, asset management, and regulatory reporting, guiding staff toward service excellence while maintaining risk controls and compliance.

Qualifications

• Bachelor's degree in business administration or finance (or related field) required.
• 5–7 years of progressively responsible experience in trust operations required; 3+ years leading a team preferred.
• Certified Trust Operations Professional is preferred but not required.

Responsibilities

• Oversee Trust Accounting System and ensure integrity, accuracy, security and reporting of client information.
• Direct account management including client onboarding, settlement, and reconciliations with dual-control controls.
• Develop and implement division policies, procedures, and operational requirements to ensure compliance and efficiency.
• Lead asset management activities including deposits, withdrawals, and safekeeping of client assets.
• Provide leadership, coaching, and performance management for staff in the department.
• Coordinate regulatory filings, tax-related activities, and specialized account administration.

Skills

Trust operations

Leadership

Regulatory knowledge

Attention to detail

Risk management

Education

Bachelor's degree in business administration/finance

Certified Trust Operations Professional (preferred)

Tools

MS Office

Job description

Security National Bank in Omaha, Nebraska, seeks a Trust Operations Manager to oversee operations across trust services and wealth management, ensuring accurate posting, reporting, and maintenance of client accounts and transactions.

The role leads trust accounting, account management, policy development, asset management, and regulatory reporting, guiding staff toward service excellence while maintaining risk controls and compliance.