Trust Operations Leader: Elevate Client Service
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Benefits offered by this job
Job summary
First National Bank in Ames, IA is seeking a Trust Operations Manager to lead day-to-day operations supporting trust and wealth management services, guiding a team and improving workflows. The role emphasizes accurate processing of transactions and strong client service.
The position requires a business/finance degree and banking operations experience, with a focus on leadership, communication, and cross-team collaboration to drive efficiency and risk management.
Qualifications
- Bachelor's degree in Business, Finance, Accounting, Management, or related field.
- Extensive experience in banking, trust operations, or wealth management operations.
- Proven leadership or supervisory experience.
- Strong organizational skills and multi-priority management.
- Excellent problem-solving and decision-making abilities.
- Strong cross-team communication and relationship-building.
- Experience reviewing processes and implementing improvements.
- Proficiency with business systems and reporting tools.
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 and reduce risk.
- Partner with Trust Officers, Wealth Advisors, Compliance, IT, Finance, and other departments.
- Monitor controls and ensure adherence to policies and regulatory requirements.
- Manage vendor relationships and support system enhancements.
- Develop procedures promoting consistency and operational excellence.
- Analyze data to identify trends and recommend improvements; lead process improvement projects.
Skills
Education
Tools
Job description
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Full Time Ames, IA, US
Today Requisition ID: 1091
First National Bank is seeking a collaborative and detail-oriented Trust Operations Manager to lead the day-to-day operations that support our trust and wealth management services. In this role, you'll oversee critical processes, guide a talented team, improve workflows, and help ensure clients receive accurate, timely, and high-quality service.
We're looking for a leader who enjoys solving problems, building strong partnerships, and creating efficient processes that support both employees and clients.
- Lead and develop the Trust Operations team, providing coaching, guidance, and performance management.
- Oversee operational processes that support trust, estate, investment, and wealth management services.
- Ensure transactions, records, and account activities are completed accurately and on time.
- Identify opportunities to improve efficiency, reduce risk, and enhance the client experience.
- Partner with Trust Officers, Wealth Advisors, Compliance, Information Technology, Finance, and other departments to support business objectives.
- Monitor operational controls and help ensure adherence to internal policies and regulatory requirements.
- Manage vendor relationships and support system enhancements and technology initiatives.
- Develop and maintain procedures that promote consistency, accuracy, and operational excellence.
- Analyze operational data and performance metrics to identify trends and recommend improvements.
- Lead or participate in projects related to process improvement, technology implementation, and operational change.
- Degree in Business, Finance, Accounting, Management, or a related field, or equivalent experience.
- Several years of experience in banking, trust operations, wealth management operations, financial services, or a similar environment.
- Previous leadership or supervisory experience preferred.
- Strong organizational skills with the ability to manage multiple priorities.
- Excellent problem-solving and decision-making abilities.
- Strong communication skills and the ability to build relationships across teams.
- Experience reviewing processes and implementing operational improvements.
- Proficiency with business systems, reporting tools, and Microsoft Office applications.
You are:
- A proactive leader who enjoys developing people and building strong teams.
- Detail-oriented without losing sight of the bigger picture.
- Comfortable navigating change and leading others through it.
- Skilled at finding practical solutions and improving processes.
- Committed to delivering exceptional service to both internal and external clients.
At First National Bank, we believe our success starts with our people. When you join our team, you'll become part of a supportive, community-focused organization that values collaboration, professional growth, and meaningful work.
We offer:
- Competitive compensation
- Supportive team environment
- Opportunities for professional development and growth
- Stability of a well-established community bank
- The chance to make a real impact in the communities we serve
Join a team where your leadership, expertise, and ideas will help shape the future of trust operations.
If you're a collaborative leader who is passionate about operational excellence, process improvement, and delivering exceptional service, we'd love to hear from you. Join First National Bank and help shape the future of trust and wealth management operations while building a rewarding career with a team that values expertise, innovation, and integrity.
Apply today and take the next step in your career with First National Bank.
First National Bank is an Equal Opportunity Employer.
First National Bank is seeking a collaborative and detail-oriented Trust Operations Manager to lead the day-to-day operations that support our trust and wealth management services. In this role, you'll oversee critical processes, guide a talented team, improve workflows, and help ensure clients receive accurate, timely, and high-quality service.
We're looking for a leader who enjoys solving problems, building strong partnerships, and creating efficient processes that support both employees and clients.
- Lead and develop the Trust Operations team, providing coaching, guidance, and performance management.
- Oversee operational processes that support trust, estate, investment, and wealth management services.
- Ensure transactions, records, and account activities are completed accurately and on time.
- Identify opportunities to improve efficiency, reduce risk, and enhance the client experience.
- Partner with Trust Officers, Wealth Advisors, Compliance, Information Technology, Finance, and other departments to support business objectives.
- Monitor operational controls and help ensure adherence to internal policies and regulatory requirements.
- Manage vendor relationships and support system enhancements and technology initiatives.
- Develop and maintain procedures that promote consistency, accuracy, and operational excellence.
- Analyze operational data and performance metrics to identify trends and recommend improvements.
- Lead or participate in projects related to process improvement, technology implementation, and operational change.
- Degree in Business, Finance, Accounting, Management, or a related field, or equivalent experience.
- Several years of experience in banking, trust operations, wealth management operations, financial services, or a similar environment.
- Previous leadership or supervisory experience preferred.
- Strong organizational skills with the ability to manage multiple priorities.
- Excellent problem-solving and decision-making abilities.
- Strong communication skills and the ability to build relationships across teams.
- Experience reviewing processes and implementing operational improvements.
- Proficiency with business systems, reporting tools, and Microsoft Office applications.
You are:
- A proactive leader who enjoys developing people and building strong teams.
- Detail-oriented without losing sight of the bigger picture.
- Comfortable navigating change and leading others through it.
- Skilled at finding practical solutions and improving processes.
- Committed to delivering exceptional service to both internal and external clients.
At First National Bank, we believe our success starts with our people. When you join our team, you'll become part of a supportive, community-focused organization that values collaboration, professional growth, and meaningful work.
We offer:
- Competitive compensation
- Comprehensive benefits package
- Supportive team environment
- Opportunities for professional development and growth
- Stability of a well-established community bank
- The chance to make a real impact in the communities we serve
Join a team where your leadership, expertise, and ideas will help shape the future of trust operations.
If you're a collaborative leader who is passionate about operational excellence, process improvement, and delivering exceptional service, we'd love to hear from you. Join First National Bank and help shape the future of trust and wealth management operations while building a rewarding career with a team that values expertise, innovation, and integrity.
Apply today and take the next step in your career with First National Bank.
First National Bank is an Equal Opportunity Employer.
Generally, Monday-Friday 8:00 a.m. - 5:00 p.m.
40 hours per week.
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