Trust Officer

Columbia Bank

. Provide new business through marketing programs involving professionals and potential business sources .

Posted 10/2/2026full-timeUnited StatesMid-LevelSenior💰 $78,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trust administration, compliance with banking regulations, and effective communication skills. Proven ability to manage complex trust relationships and generate new business through strategic networking and marketing initiatives.

Highest-signal resume keywords

Trust Officer ExperienceTrust Administration ExpertiseCFTA Level 1 CertificationEstate Tax Law KnowledgeStrong Verbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Data Processing SystemTrust AccountingFiduciary Income Tax KnowledgeEstate Tax Returns PreparationAnalytical AbilitiesOrganizational SkillsTime Management SkillsStrategic ThinkingCross-SellingClient Relationship Management

Soft Skills

Interpersonal SkillsTeam CollaborationCoaching And MentoringPresentation SkillsPositive Corporate Culture Advocacy

Tools & Technologies

WindowsPersonal ComputersRelated Software Applications

Certifications & Qualifications

CFTA Level 1 Certification

Industry Keywords

Bank Secrecy ActRegulation CCRegulation EBank SecurityTrust ProductsCommunity EngagementBusiness Development

About the role

Key responsibilities & impact

Provide new business through marketing programs involving professionals and potential business sources
Provide exceptional service to existing trust clients
Act as the quarterback for relationships related to client subject matter requirements
Perform written and verbal communication tasks and projects
Provide in-house expertise on trust administration issues
Book new business and retain business through cross-selling
Call on assigned branches regularly for branch education in trust products
Participate in community activities to form business relationships with candidates for trust services
Administer accounts, including maintaining account files
Help clients achieve planned account goals within an acceptable level of risk
Administer moderately complex relationships
Demonstrate compliance with bank regulations and keep current on regulatory changes
Follow Bank policies, procedures, and compliance regulations, and complete required training
Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
Coach, mentor, or train others and teach coursework as a subject matter expert when requested
Foster Columbia’s corporate culture and act as a positive example
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree; practical trust experience is referenced, and a bachelor’s degree is preferred
Cannon or other training, required
5 years of Trust Officer experience, required
5 years of experience managing moderately complex, multi-tiered trust relationships
Knowledge and understanding of the trust data processing system, trust accounting, and estate tax law
Strong interpersonal skills
Exceptional verbal and written communication skills
Good analytical abilities for clients’ estate planning and investment issues
Effective organizational and time management skills
Ability to work in a team environment and independently
Basic knowledge of tax preparation, particularly fiduciary income tax and estate tax returns
Ability to use personal computers, Windows, and related software applications
Basic/working knowledge of the commercial banking environment and trust company interfaces with commercial affiliates
Ability to develop a referral network to generate new business
Ability to facilitate subject matter expertise on estate planning strategies
Strong presentation or public speaking skills
Ability to write topics as a subject matter expert
Strategic thinking on business initiatives that drive new business goals
Passed the CFTA Level 1 test, required
Occasional travel

Benefits

Comp & perks

Performance-based incentive compensation may be available
Medical, dental, and vision plans
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays
Equal opportunity and affirmative action employment commitment
Application/interview accommodations available upon request