Job Description
Security Bank & Trust Co. is seeking a highly experienced and motivated Senior Trust Officer to serve in our trust and estate administration services. This individual will play a crucial role in managing high-net-worth client relationships, ensuring compliance with trust laws, and driving business development initiatives. The ideal candidate will be a strategic thinker with deep expertise in fiduciary services and a strong track record of growing trust portfolios.
Key Responsibilities
- Trust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.
- Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.
- Compliance & Risk Management : Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.
- Business Development & Sales : Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.
- Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.
- Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence.
Qualifications
- Education: Bachelor’s degree in Finance, Accounting, Banking, Business, or a related field. A JD, CPA, or CTFA (Certified Trust and Fiduciary Advisor) designation is a plus.
- Experience: Minimum of 5+ years of experience in trust and estate administration, with a proven ability to manage complex trust structures and relationships.
- Technical Expertise: Strong knowledge of trust law, probate law, estate planning strategies, fiduciary principles, and tax implications for trusts and estates.
- Sales & Business Development: Excellent ability to identify and cultivate new business opportunities while maintaining existing relationships.
- Communication & Leadership: Exceptional interpersonal skills, with the ability to clearly communicate complex financial and legal concepts to clients and colleagues.
- Technology Proficiency: Familiarity with trust accounting and wealth management software is preferred.
Compensation & Benefits
Competitive base salary: $125,000-$160,000
· Performance-based commission program
· 401(k) match and profit-sharing plan
· Comprehensive health, dental, and vision insurance
· Opportunities for professional growth and advancement
Why Join Us?
Security Bank & Trust Co. is a trusted financial institution dedicated to serving Minnesota entrepreneurs, business owners, and families. With over $500 million in Trust assets, we are committed to providing personalized fiduciary services while fostering a culture of integrity, innovation, and community support. As a Senior Trust Officer, you will have the opportunity to make a significant impact on our clients' financial futures while growing your career in an environment that values expertise, leadership, and long-term relationships.
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