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Trust Operations & Client Services Specialist
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-07-09
Listing for:
Exchange Bank
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Exchange Bank in Santa Rosa, California, seeks a Trust Specialist to administer trust accounts and provide essential account management support to Trust Officers. The role involves ensuring compliance with laws, overseeing transactions, and maintaining client relationships.
The ideal candidate will possess experience with trust accounts, especially in real estate, ensuring a thorough understanding of both client needs and relevant regulations. Strong communication and organizational skills are crucial for success in this position.
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