Trust Relationships Manager

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

The Trust Relationship Manager 2 independently manages a portfolio of complex fiduciary relationships, including estates, trusts, guardianships, and agency accounts. This role ensures legal and regulatory compliance, exercises fiduciary judgment, supervises junior administrators, and serves as a primary point of contact for clients and professional advisors. In addition to retention, the Relationship Manager proactively identifies growth opportunities and represents the bank in external engagements.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Administer and grow a portfolio of fiduciary relationships with moderate to high complexity, ensuring compliance with governing documents, applicable laws, and fiduciary best practices.
• Analyze and interpret legal instruments to guide administration, including special distributions, discretionary decisions, and resolution of beneficiary matters.
• Serve as the primary relationship manager for assigned accounts, maintaining high-touch communication with clients, beneficiaries, and external advisors (e.g., attorneys, CPAs).
• Act as a resource and mentor to junior Trust Administrators, reviewing work and providing coaching or escalation support as needed.
• Coordinate with internal subject matter experts (tax, real estate, investments, operations) to deliver comprehensive client solutions.
• Maintain accurate documentation and risk assessments in accordance with fiduciary standards and internal procedures.
• Represent the Bank in public-facing activities such as trust committee participation, nonprofit board involvement, or client/prospect events.
• Monitor industry and regulatory developments in fiduciary law and wealth management and adjust practices accordingly.
• Identify and pursue new business opportunities through proactive reviews of existing clients and external networking.
• Participate in internal committees or workgroups to enhance fiduciary service delivery and risk mitigation practices.
  
  

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor’s degree required (business, legal studies, or finance preferred). An equivalent combination of education and experience may be considered.
• CTFA or pursuit of fiduciary certification encouraged.
• Minimum 4 years in trust administration, relationship management, or fiduciary banking services.
• Deep understanding of trust and estate law
• Proven ability to manage complex relationships independently
• Supervisory aptitude or mentoring experience
• Strong communication and judgment, especially in sensitive situations
  
  

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to travel if required to perform the essential job functions
• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
  
  

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.