Trust Relationship Specialist

Associate Trust Officer

The Associate Trust Officer will work closely with senior officers to further their experience in trust administration, client service, and business development. This position administers simple trust and investment accounts, assists senior officers with the administration of complex trusts, and maintains and develops client relationships with moderate supervision. They provide exceptional service to existing trust clients.

Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects

Support the setup and closure of accounts, ensuring compliance and accuracy

Develop and retain client relationships

Engage in introductory business development activities, including:

Shadowing senior trust officers during prospect meetings and networking events

Assisting in the preparation of proposals and presentations for prospective clients

Participating in partner education to promote the Company and the service offerings

Participate in community activities that provide opportunities to form business relationships with candidates for trust services

Administer accounts in a satisfactory manner, including maintaining account files

Assist clients in achieving planned goals established at the opening of their account within an acceptable level of risk

Participate in client meetings and contribute to communication plans.

Prepare annual accountings for court on Conservatorship and Estate accounts.

Administer simple trust and investment relationships.

Assist senior trust officers with the administration of complex trust relationships.

Create presentations, charts, and reports for internal and client use.

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.

Takes personal initiative and is a positive example for others to emulate.

Embraces our vision to become "Business Bank of Choice"

May perform other duties as assigned.

If one has practical trust experience, a bachelor's degree is preferred (otherwise required)

2-4 years' experience in trust or related financial services (required)

Knowledge and understanding of the trust data processing system, as well as general principles of trust accounting and tax law (required)

1 year of exposure to fiduciary duties and client facing responsibilities (preferred)

Developing interpersonal skills in order to effectively communicate with customers and staff

Exceptional verbal and written communication skills

Good analytical abilities to recognize and solve clients' estate planning and investment issues

Effective organizational and time management skills

Ability to work in a team environment as well as independently

Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns

Ability to use personal computers, Windows, and related software applications

Basic knowledge of the commercial banking environment to facilitate trust clients' financial needs and the trust company's interface with commercial affiliates

CFTA Education Enrolled (required)

The base pay range for this role is $80,168.40 to $105,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

1301 A Street 8th Floor Tacoma WA 98402

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io.

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.