Trust Operations Lead: Elevate Client Service

First National Bank; Ames (IA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development

Supportive team environment

Community-focused organization

Job summary

First National Bank is hiring a Trust Operations Manager in Ames, IA to lead our trust and wealth management operations. The role focuses on guiding a team, ensuring accurate processing, and driving efficiency across estate, investment, and trust services.

The successful candidate will partner with Trust Officers, Wealth Advisors, Compliance, IT, and Finance to enhance workflows, control risk, and deliver high-quality client service. Strong leadership and process-improvement skills are essential.

Qualifications

• Degree in Business, Finance, Accounting, Management, or related field, or equivalent experience.
• Several years of banking, trust operations, wealth management operations, financial services, or similar experience.
• Previous leadership or supervisory experience preferred.

Responsibilities

• Lead and develop the Trust Operations team with coaching and performance management.
• Oversee processes supporting trust, estate, investment, and wealth management services.
• Ensure transactions, records, and account activities are accurate and timely.
• Identify opportunities to improve efficiency, reduce risk, and enhance client experience.
• Partner with Trust Officers, Wealth Advisors, Compliance, IT, Finance, and other departments.
• Monitor controls and adherence to internal policies and regulatory requirements.
• Manage vendor relationships and support system enhancements and technology initiatives.
• Develop procedures that promote consistency and operational excellence.
• Analyze data and performance metrics to identify trends and improvements.

Skills

Leadership

Team leadership

Operational excellence

Problem solving

Communication

Process improvement

Microsoft Office

Education

Business/Finance degree or equivalent

Tools

Microsoft Office applications

Job description

First National Bank is hiring a Trust Operations Manager in Ames, IA to lead our trust and wealth management operations. The role focuses on guiding a team, ensuring accurate processing, and driving efficiency across estate, investment, and trust services.

The successful candidate will partner with Trust Officers, Wealth Advisors, Compliance, IT, and Finance to enhance workflows, control risk, and deliver high-quality client service. Strong leadership and process-improvement skills are essential.