Trust Officer

Location: Tacoma, Washington, United States

Salary: $78,000–$140,000 per year, with potential performance-based incentive compensation.

Company

hirify.global provides commercial banking and trust services for personal and business clients.

What you will do

• Administer moderately complex, multi-tiered trust relationships and maintain accurate account files.
• Provide trust administration expertise and act as the primary coordinator for client subject-matter needs.
• Build new business and retain existing clients through marketing, cross-selling, community activities, and referral networks.
• Educate assigned branches on trust products and support relationships with professionals and potential business sources.
• Help clients achieve account goals within an acceptable level of risk, addressing estate planning and investment issues.
• Maintain compliance with bank policies, trust regulations, and required training programs; coach or mentor others when requested.

Requirements

• Bachelor’s degree preferred for candidates with practical trust experience.
• At least 5 years of Trust Officer experience and 5 years managing moderately complex, multi-tiered trust relationships.
• Required Cannon or equivalent training and a passed CFTA Level 1 test; CTFA or MBA is preferred.
• Knowledge of trust data processing systems, trust accounting, estate tax law, fiduciary income tax returns, and estate tax returns.
• Strong analytical, organizational, communication, presentation, and public-speaking skills, with the ability to work independently and in a team.
• Working knowledge of commercial banking, Windows, related software applications, and applicable bank regulations; occasional travel is required.

Nice to have

• CTFA certification or an MBA.
• Additional practical trust experience and expertise in estate planning strategies.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage for eligible associates.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Life and disability insurance, employee assistance, mental health resources, and legal support.
• Tuition assistance, identity theft protection, insurance discounts, and access to an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays; benefit eligibility begins the first day of the month following hire for associates regularly scheduled for at least 30 hours per week.
• Equal opportunity and affirmative action employment with accommodation support available during the application and interview process.