Trust Officer

Trust Officer

Waverly, IA

Description

Are you passionate about helping others secure their financial legacy?

Do you thrive in a role that blends trust administration, relationship building, and business development?

Join our growing Fidelity Bank & Trust Wealth Management team as aTrust Officer, in our Waverly branchand play a vital role in managing and growing our fiduciary services across Eastern Iowa.

What You’ll Do:

As a Trust Officer, you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts—ensuring all fiduciary and legal obligations are met with care and precision. You’ll be the trusted relationship manager for clients and beneficiaries, conducting regular meetings and offering expert guidance on trust matters.

In addition to administration, you’ll have the exciting opportunity to grow the department through new business development and strategic relationship management. From routine account oversight to navigating complex fiduciary challenges, your expertise will make a lasting impact.

Key Responsibilities:

• Administer day-to-day operations of assigned accounts, including accounting, distributions, and tax reporting

• Attract and develop new trust and investment management business

• Serve as the main point of contact for clients and beneficiaries—building trust through proactive communication and personalized service

• Maintain strong, long-term relationships with current and prospective clients

• Uphold fiduciary responsibilities with integrity, always acting in the best interest of the client

• Ensure compliance with state and federal trust laws and regulatory requirements

• Coordinate tax return information and oversee accounts with unique or complex needs

Why Join Us?

We are a community-focused financial institution with deep roots in Eastern Iowa. Here, you’ll work in a collaborative environment where your voice matters, your clients come first, and your growth is supported. You’ll enjoy competitive compensation, strong benefits, and the opportunity to truly make a difference in the lives of those we serve.

Requirements

What You Bring:

• Minimum of 3 years of experience in trust and wealth management

• Strong knowledge of trust laws, compliance standards, and fiduciary best practices

• Exceptional communication and interpersonal skills

• Ability to navigate sensitive client relationships with professionalism and discretion

• Business development mindset with the drive to expand client relationships and grow the department

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment.

Requirements

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with arms, talk or hear and use hands to finger, handle or feel objects, tools or controls. Specific vision abilities required by this job include close vision, some distance vision, and ability to adjust focus. Some driving may be required.

Position Type/Expected Hours of Work

This is a full-time position, and typical work hours and days are Monday through Friday, 8:00 a.m. to 5 p.m.

Travel

Some travel may be required between offices on a limited basis.

Additional Eligibility Qualifications

None required for this position.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Fidelity Bank & Trust is an Equal Opportunity Employer, including disability and protected veteran status.