Trust Onboarding Specialist
Listed on 2026-08-04
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Sales
Business Development, Sales Consultant, Client Relationship Management
The Trust New Business Onboarding Specialist is a member of the Trust New Business Team and is responsible for the intake of trust new business referrals. This role interfaces daily with clients, Trust Officers, and the Trust New Business staff to fully onboard new trusts. This role is responsible for delivering outstanding client experiences to the client firms in the NAT network in such a manner to generate additional trust referrals.
Trust new business is a critical function at NAT and this position is a critical success factor for the growth of NAT’s trust account portfolio. The individual in this role is results-driven, passionate about delivering an incredible client experience, and highly responsive.
Overall, this role is a producer for new trust business and is laser focused on delivering an outstanding client journey through the onboarding of a new trust into NAT.
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