What are the responsibilities and job description for the Trust Officer position at BTC Bank?
About BTC Bank
BTC Bank is a community bank founded on the traditional values of personal customer service. Our continued tradition of serving our friends and neighbors with courteous, professional banking services maintains its standard of excellence today. We strongly support our local communities. We are proud of the roots of our past and prepared for the growth in our future.
Work Location: This position can be based out of any of our BTC Bank locations.
Reports To: Trust Officer and General Counsel
Job Purpose: The Trust Officer is responsible for administering personal trust accounts, estates, investment agency accounts, and other fiduciary relationships in accordance with applicable laws, regulations, and bank policies. This role requires a strong commitment to client service, community engagement, and fiduciary responsibility, with a focus on building long-term relationships within the local community.
Duties and Responsibilities:
- Administer a portfolio of trust and estate accounts, ensuring compliance with governing documents and fiduciary standards.
- Serve as a primary point of contact for clients, beneficiaries, attorneys, and other advisors.
- Interpret and apply trust documents, wills, and legal instruments.
- Coordinate estate settlement processes, including asset collection, valuation, and distribution.
- Collaborate with internal investment, tax, and legal teams to manage account objectives.
- Participate in business development efforts by identifying opportunities to expand trust services within the community.
- Maintain accurate records and documentation in accordance with regulatory and audit requirements.
- Stay current on trust laws, tax regulations, and fiduciary best practices.
- May spend a considerable amount of time traveling throughout region.
- Perform other duties as assigned.
Experience & Qualifications:
- Bachelor’s degree in Business, Finance, Accounting, or related field (JD, CTFA, or CFP preferred).
- Minimum 3–5 years of experience in trust administration, estate planning, or fiduciary services.
- Strong knowledge of trust and estate law, fiduciary principles, and investment management.
- Excellent interpersonal and communication skills.
- High ethical standards and attention to detail.
- Proficiency with trust accounting systems and Microsoft Office Suite.
Physical Requirements:
- Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
- Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
- Must be able to communicate clearly and effectively.
To learn more about BTC Bank visit www.btcbank.bank!
EOE/Veterans/Disabled