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The Bank of Tampa · 1 week ago

Trust Officer

Bayshore, Tampa, FL, US

Full-time

Onsite

Senior Level

7+ years exp

The Bank of Tampa is seeking a Trust Officer responsible for the administration of fiduciary accounts, including personal trusts and estates. The role involves client relationship management, compliance with fiduciary responsibilities, and business development to support the bank’s growth strategy.

BankingFinancial ServicesVenture Capital

Responsibilities

Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times

Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction

Demonstrated expert ability and knowledge in leading and participating in new client relationship building, needs assessment and long-term collaboration with Wealth Management Team delivering trust and estate planning solutions to meet the clients’ goals

Exhibits ability to foster respect in the legal and accounting professional community to obtain referrals from COIs who advise high net-worth families on strategies and techniques

Understands risk management issues and works through on-boarding process for compliance with applicable laws and internal procedures

Administers trust and estate accounts in accordance with governing documents, bank policies, and applicable laws and regulations

Functions as a relationship manager for assigned accounts, maintaining regular communication with clients, beneficiaries, attorneys, and financial advisors

Collaborates with internal trust groups including investments, tax, compliance, and operations to deliver comprehensive fiduciary solutions

Interprets and applies trust instruments, wills, and legal documents to ensure proper execution of fiduciary duties

Oversees account reviews, distributions, and investment performance to ensure alignment with client goals and fiduciary standards

Maintains current knowledge of fiduciary law, banking regulations, and industry best practices

Active leadership in community organizations and activities as an ambassador of the brand

Proactively identifies opportunities to expand existing client relationships and attract new trust and estate clients

Partners with retail, commercial, and wealth management teams to cross-sell trust services and support integrated financial planning

Participates in community and professional events to enhance visibility and promote the bank’s fiduciary capabilities

Assists in the onboarding of new accounts, including proposal development, client presentations, and coordination with legal and compliance teams

Contributes to strategic initiatives aimed at growing the trust department’s market share and enhancing client experience

Qualification

Trust administrationEstate planningFiduciary principlesCTFA designationRegulatory complianceTrust accounting systemsClient service skillsProfessionalismDiscretionCommunicationOrganizational skills