Trust Officer

United Community Bank

. Manage and administer trust accounts in accordance with legal, regulatory, and fiduciary standards .

Posted 10/6/2026full-timeGreenville • South Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trust administration, including managing trust accounts, ensuring compliance with legal and regulatory standards, and building strong client relationships. Proficient in collaborating with legal and financial professionals to align trust strategies with clients' financial goals.

Highest-signal resume keywords

Trust AdministrationClient Relationship ManagementTrust And Estate LawsFiduciary ResponsibilitiesRisk Mitigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Account ManagementIncome And Principal DistributionsEstate SettlementUnique Asset ManagementRegulatory Compliance

Soft Skills

Interpersonal SkillsAnalytical SkillsVerbal CommunicationWritten CommunicationTeam Collaboration

Certifications & Qualifications

JDCTFACFP

Industry Keywords

Fiduciary StandardsLegal ComplianceTax RegulationsWealth ManagementClient Experience

About the role

Key responsibilities & impact

Manage and administer trust accounts in accordance with legal, regulatory, and fiduciary standards
Ensure timely and accurate income and principal distributions to beneficiaries
Identify and mitigate risks associated with trust administration
Communicate trust provisions clearly and align trust strategies with clients' financial goals
Maintain comprehensive records of trust transactions, correspondence, and legal documents
Partner with legal, tax, and other professionals to manage complex trust accounts
Ensure adherence to applicable laws, regulations, and internal policies
Collaborate with Wealth team members and internal partners to deliver a seamless client experience
Build internal and external contact networks to attract new client relationships
Stay current on legal and regulatory developments impacting trust administration
Participate in community events to enhance visibility and attract prospects
Collaborate with Private Bankers and Portfolio Managers on Investment Management and Trust sales opportunities and client relationship reviews

Requirements

What you’ll need

Bachelor's degree in a business-related field or equivalent experience
5+ years of experience in trust administration
Proven success in building and maintaining client relationships
Experience settling estates and managing unique assets
Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities
Ability to work independently and collaboratively within a team
Excellent interpersonal skills and professional presence
Strong analytical, verbal, and written communication skills
Must be able to pass a criminal background and credit check
Advanced certifications such as JD, CTFA, or CFP are preferred