Senior Trust Officer
Compensation
From $78k /yr
Employment type
Full-time
Work setting
On-site
Location
Billings, MT
Schedule
Day shift
Posted
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Job overview
The Senior Trust Officer role is onsite in the Billings Metropolitan Area, MT, with annual pay starting at $78,000; no upper salary amount is specified. The position leads the bank’s Trust Department and supports fiduciary administration, investment services, client relationships, and business development. The officer oversees trust operations, fiduciary accounts, compliance, risk, and staff while developing client and referral relationships. The role contributes to department growth, profitability, and service objectives in accordance with fiduciary principles and bank policies.
What you'll do
- Lead the Trust Department and execute its strategic plan
- oversee daily operations, policies, procedures, fee schedules, committee and board materials, and departmental budget
- administer complex personal trust, agency, estate, guardianship, conservatorship, retirement, and custody accounts
- manage client relationships and account reviews
- coordinate estate settlement and fiduciary accounting
- monitor investment activities and fiduciary risk
- coordinate audits and regulatory examinations
- develop referral relationships and strategies to grow assets under administration and department profitability.
What we're looking for
- Skills & competencies
- senior trust officerbillings metropolitan area mtfirst federal bank & trusttrust departmentfiduciary administrationtrust operationsestate settlementinvestment servicesregulatory compliancerisk managementbusiness developmentannual pay $78k+
- Work arrangement
- Weekend coverage required
Why this role
Requires a bachelor’s degree in business or a related field and two to five years of similar or related experience. Advanced degrees and designations such as JD, CPA, CTFA, and CFP may receive additional consideration.
About the employer
First Federal Bank & Trust is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 11-3031.00
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Listing ID: 50317947-d630-4185-92b3-00148c7cab6c