Senior Trust Officer

Security Bank & Trust Co. is passionate about helping our clients succeed and making a difference in our communities. And that starts with our employees. 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. 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. Education and Experience: 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. Qualifications: 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. #J-18808-Ljbffr