Trust Officer

Columbia Bank; Tacoma (WA); On-site; USD 78,000 - 140,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) retirement plan with company-m匹

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Auto and home insurance

Pet insurance

Online discount marketplace

Paid vacation, sick days, holidays

Volunteer days

Job summary

Columbia Bank is seeking a Trust Officer in the Tacoma area to drive new business through marketing, while delivering exceptional service to existing trust clients. You will act as a quarterback for client relationships, coordinating across branches and specialists to meet estate planning and investment goals.

You will administer moderately complex trust relationships, ensure regulatory compliance, and leverage referrals to grow the book of business.

Qualifications

• Bachelor’s degree preferred if practical trust experience
• CTFA Level 1 certification required
• MBA preferred
• 5 years of Trust Officer experience required
• 5 years of experience managing moderately complex trust relationships
• Knowledge of trust accounting and estate tax law
• Strong interpersonal and communication skills
• Ability to work in a team and independently
• Occasional travel requirement

Responsibilities

• Generate new business through marketing and cross-selling
• Provide in-house expertise on trust administration
• Call on branches for trust product education
• Develop and maintain trust client relationships
• Administer accounts and maintain files
• Help clients meet goals with acceptable risk
• Stay compliant with bank regulations and policies
• Collaborate with teams on estate planning strategies

Skills

Communication skills

Analytical abilities

Time management

Teamwork

Public speaking

Business development

Education

Bachelor’s degree

CTFA Level 1

MBA

Tools

Trust data processing system

Windows

Job description

About The Role

A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with professionals and direct contact with potential business sources. They provide exceptional service to existing trust clients. This role will act as the quarterback on relationships pertinent to client subject matter requirements.

• Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
• Provide in-house expertise on issues relating to trust administration.
• Book new business and retain business through cross-selling.
• Call on assigned branches regularly for branch education in trust products.
• Participate in community activities that provide opportunities to form business relationships with candidates for trust services.
• Administer accounts in a satisfactory manner, including maintaining account files.
• Assist clients in achieving planned goals established at the opening of their account within an acceptable level of risk.
• Most often administers moderately complex relationships.
• Other responsibilities as assigned.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

About You

• Bachelor’s degree, if one has practical trust experience, a bachelor’s degree is preferred
• Cannon or other training, required.
• CTFA or MBA, preferred.
• 5 years of Trust Officer experience, required.
• 5 years of experience managing moderately complex, multi-tiered trust relationships.
• Knowledge and understanding of the trust data processing system, as well as general principles of trust accounting and estate tax law.
• Strong interpersonal skills in order to effectively communicate with customers and staff.
• Exceptional verbal and written communication skills.
• Good analytical abilities to recognize and solve clients’ estate planning and investment issues.
• Effective organizational and time management skills.
• Ability to work in a team environment as well as independently.
• Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns.
• Ability to use personal computers, Windows, and related software applications.
• Basic knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliates.
• Working knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliates.
• Ability to develop referral network that helps generate new business to meet organization sales objectives.
• Ability to work within a team environment to facilitate subject matter expertise on estate planning strategies.
• Strong presentation or public speaking skills.
• Ability to write topics as subject matter expert.
• Strategic thinking on business initiatives that drive new business goals.
• Passed the CFTA Level 1 test, required.
• Occasional travel

The pay range for this role is $78,000.00 to $140,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Our Benefits

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment To Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].

To Staffing And Recruiting Agencies

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.