Trust Officer

We are partnering with our client in northern Iowa in their search for a Trust Officer. This is an exciting opportunity to join a family-friendly company that prides itself on flexibility and community support. If you have a CPA or legal background, along with experience working with Trusts, apply today to learn more!

Responsibilities:

• Plan, direct and coordinate the bank’s trust programs
• Monitor and analyze industry trends, developments, customer demand projections, and other relevant trends
• Plan, conduct and record quarterly Board of Directors Trust Committee meetings
• Develop and implement policies, procedures, and programs that ensure compliance with state and federal laws, minimize company exposure, and ensure business continuation
• Manage direct staff
• Monitor and analyze the performance of designated staff, departments, and functions
• Take corrective action as needed
• Build and maintain strong positive relationships to effectively retain new and existing employees, customers, agents, vendors, and other organizations or institutions
• Develop and maintain departmental budget
• Manage department resources, practices, and expenses to ensure profitability and ROE
• Identify and optimize opportunities for growth
• Attend seminars, workshops, and trainings as necessary to maintain an advanced level of knowledge and expertise
• Participate in civic and professional organizations consistent with company guidelines, as directed or as approved in advance by management

Requirements:

• Bachelor’s or master’s degree in accounting, finance or legal 
• Juris Doctor/Attorney licensure, Certified Public Accountant licensure, Certified Financial Planner, or Certified Trust or Financial Advisor designation
• 5+ years of experience in trust management or active law practice required
• 1+ years of managerial or supervisory experience
• Strong computer skills with advanced proficiency in Microsoft 365 products

Work Model:

• On-Site

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com. 

Ref: JOB-43970