MidFirst Bank · 1 week ago
Trust Officer
Scottsdale, AZ
Full-time
Onsite
Senior Level
5+ years expMidFirst Bank is seeking a Trust Officer to serve as a relationship manager for clients in managing their trust and estate administration needs. The role focuses on building relationships with clients and community leaders while ensuring compliance with trust account regulations.
BankingVenture Capital
Responsibilities
Build multi-generational relationships with members to retain assets held in a trust
Maintain awareness of emerging products and services and new developments in the industry
Keep current on all laws and regulations related to the administration of trust accounts
Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.)
Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations
Provide recommendations to management regarding changes to transaction processing and account maintenance
Act as educator and mentor to MidFirst employees regarding trusts, estate and related areas
Qualification
Required
Bachelor's Degree, preferably in Finance or Business Administration
Deep connections to the Scottsdale community including a proven track record of building relationships
Intermediate/Advanced knowledge of trust and estate services and applicable laws
5+ years of working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
Working knowledge of Microsoft Office and Windows operating environment
Working knowledge of trust accounting and related systems
Proven business development skills
Advanced proficiency in verbal and written communication
Excellent attention to detail
Ability to be effective under pressure
Advanced ability to prioritize and multi-task
Ability to professionally interact with all levels of employees and clients
Ability to respect and hold confidential information
Effectively work independently as required
Establish priorities and follow through to completion
Dependable, cooperative, flexible
Preferred
CTFA or other trust certification desirable
Company
MidFirst Bank
MidFirst Bank is a privately owned bank in the United States
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
G
Greg Schaefer
Chief Financial Officer
Recent News
2025-11-04
2025-10-25
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