Trust Department Leader: Estates & Growth

Switchboard Hiring; Denver (CO); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Signing bonus

401(k) match

Health insurance

Paid time off

Job summary

Switchboard is seeking a Trust Officer to lead a private bank's trust department, administering complex estates, personal trusts, retirement plans, and related accounts with precision while developing relationships in the market to grow the business.

The role requires strategic direction of the Trust Department and hands-on trust administration, with travel between Nebraska and Colorado to support clients and partners. A signing bonus may apply and a strong benefits package is offered.

Qualifications

• Bachelor's degree from a four-year college or university required; law degree helpful but not required.
• 5 years of related trust, accounting, or legal experience, or an equivalent combination of education and experience.
• Strategic planning experience and strong business development/sales skills.
• Exceptional attention to detail, professionalism, and discretion with confidential matters.
• Proficiency in Microsoft Office and QuickBooks.
• Flexibility to travel to customers between Nebraska and Colorado.

Responsibilities

• Administer a variety of trust accounts — including Estates, Personal Trusts, Conservatorships, Qualified Retirement Plans and IRAs, Personal and Corporate Agencies, and Escrows.
• Partner with active and prospective trust customers and their legal and accounting advisors to develop or improve estate plans and related trust business.
• Drive business development by building and sustaining relationships with legal, accounting, insurance, real estate, and brokerage professionals in the local market; proactively network and seek referrals.
• Establish the overall direction of the Trust Department in alignment with bank objectives; develop and execute strategies for profitable growth.
• Set clear, measurable performance standards for direct reports and provide timely feedback.
• Assist with bond payments where the bank serves as Paying Agent and Registrar; stay current on market and regulatory developments.

Skills

Business development

Attention to detail

Discretion

Education

Bachelor's degree

Law degree (helpful)

Tools

Microsoft Office

QuickBooks

Job description

Switchboard is seeking a Trust Officer to lead a private bank's trust department, administering complex estates, personal trusts, retirement plans, and related accounts with precision while developing relationships in the market to grow the business.

The role requires strategic direction of the Trust Department and hands-on trust administration, with travel between Nebraska and Colorado to support clients and partners. A signing bonus may apply and a strong benefits package is offered.