Trust Officer – To Orlando, FL
Orlando, Orange County, Florida, 32801, USA
Listed on 2026-07-01
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Finance & Banking
Banking & Finance
Trust Officer
Our community bank client is seeking to fill a Trust Officer role in the greater Orlando, FL area. They are seeking a dynamic, innovative individual to oversee all the bank's accounting functions. This senior leader will have a track record of providing successful growth strategies for various banks. They will guide the organization's financial area toward growth and expansion. This position offers a competitive salary of up to $120K + Bonus and a full benefits package.
(This is a remote position) Trust Officer responsibilities include:
- Has general investment supervision of accounts.
- Maintains contact with present trust customers.
- Solicitation of new relationships.
- Assists with the solicitation of new accounts.
- Administers a certain group of trust accounts.
- Supervises:
Administrative Assistant - Comply with all Information Security and Cybersecurity related policy & procedures.
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience:
- Five (5) years administering personal trust accounts or related fiduciary and/or banking experience.
- CFA (Chartered Financial Analyst) preferred
- CTFA (Certified Trust and Fiduciary Advisor) preferred
- Undergraduate Degree in a related field or five (7) years equivalent in combined experience and education.
- Professional designation preferred.
- On-going course work will be required.
- Ability to resolve customer problems through knowledge of banking systems, processes and products.
- Strong understanding of sales process and proven business development skills.
- Excellent Sales and negotiation skills.
- Excellent verbal and written communication skills.
- Excellent sales and customer skills.
- Able to organize and prioritize work responsibilities in order to accomplish assigned goals.
- Strong problem solving skills.
- Self-motivated and works independently with little supervision.
- Strong interpersonal skills and the ability to work efficiently with all levels of internal customers.
- Strong computer skills and proficient with Microsoft Office.
- Must display confidentiality, honesty, integrity and professionalism at all times.
- Attention to detail and accurate in completing tasks.
The next step is yours. Email us your current resume along with the position you are considering to:
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