Trust Compliance Leader: Risk, Reg & Training

Univest; Souderton (Montgomery County); On-site; USD 90,000 - 125,000; Full time

Job summary

Univest is seeking a detail-oriented Trust Compliance Officer to lead and strengthen the Trust Department's Compliance Management Program. You will partner with regulators, auditors, and leadership to support sound practices and manage risk.

The role requires 5-7 years in trust compliance, a related bachelor’s degree, and strong regulatory knowledge. You’ll develop policies, train staff, and monitor controls to ensure adherence to laws and Univest's Code of Conduct.

Qualifications

• Bachelor’s degree in a related field.
• 5-7 years in a trust company compliance role.
• Strong working knowledge of state and federal rules for a trust company.
• Experience with regulatory trust company exams and related procedures.
• Effective verbal and written communication skills.
• Proficient in Excel, Word, PowerPoint, and Outlook.

Responsibilities

• Develop, implement, and administer the Trust Department’s Compliance Management Program.
• Develop, review and maintain the Trust Department’s compliance policies and procedures.
• Conduct regular compliance risk assessments.
• Test and monitor the effectiveness of compliance controls; manage third-party testing as applicable.
• Prepare testing and oversight reports for the Chief Compliance Officer and the Chief Risk Officer.
• Serve as the Trust Department’s liaison with regulators and auditors.
• Serve as a member of the Trust Committee and other committees.
• Stay current with regulatory changes and industry landscape.
• Develop and present the Trust Department’s Compliance Training Program.
• Ensure compliance with laws and Univest Code of Conduct.
• Perform other duties and projects as assigned.

Skills

Trust compliance

Regulatory knowledge

Communication skills

Time management

Education

Bachelor’s degree in a related field

Tools

Excel

Word

PowerPoint

Outlook

Job description

Univest is seeking a detail-oriented Trust Compliance Officer to lead and strengthen the Trust Department's Compliance Management Program. You will partner with regulators, auditors, and leadership to support sound practices and manage risk.

The role requires 5-7 years in trust compliance, a related bachelor’s degree, and strong regulatory knowledge. You’ll develop policies, train staff, and monitor controls to ensure adherence to laws and Univest's Code of Conduct.