Job Description

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This range is provided by Fremont Bank. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $155,000.00/yr

Direct message the job poster from Fremont Bank

Senior Recruiter | Talent Sourcer | Talent Acquisition Lead | Talent Insights Expert

Location: Remote

Hiring Salary Range: $125,000 $155,000 annually

Position Summary

Fremont Bank one of the Bay Areas most respected and long-standing financial institutions is seeking a strategic, hands-on professional to join and help advance our Trust Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships.

If you're energized by purpose-driven work, collaboration, and delivering meaningful results, wed love to connect.

Position Overview

Under the supervision of the Vice President of Trust Services, the Trust Officer/Sr. Trust Officer administers personal trust accounts, agency accounts, large estate settlements and more. Accounts may contain diverse assets including real estate, closely held stock and partnerships.

Role and Responsibilities

• Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business.
• Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg. 9 Compliance Services monitoring.
• Understand the nuances of the discretionary review process and participate in such evaluations.
• Monitor trust operations and accounting activities to ensure that all necessary reports, documents, etc. are processed to facilitate client services
• Maintain documentation of services, procedures, and ongoing written communications with client as appropriate in managing daily activity
• Ensure accurate set up and review of fees
• Develop a clear understanding of client needs behind service requests and communicate with service partners
• May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates.
• Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise.
• Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities.
• Contribute to the fostering of a strong team-oriented positive culture; provide expertise and skill development support to other members of the team.
• Identify and escalate opportunities for process improvement.
• Generate new business for Trust Services.
• Generate new trust and estate relationships, attend estate planning council meetings and various bank client events

Minimum Qualifications

• Minimum of 7 years in trust industry
• BS/BA degree from accredited college or university
• CTFA or CFP designation preferred
• Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust law
• Demonstrates cross-selling skills
• Strong verbal, written and interpersonal skills
• Flexible to travel different branches in the bay area and work remotely

What Makes Fremont Bank Associates Thrive?

• Team Players who go above and beyond to support their colleagues
• Action-Oriented professionals who challenge the status quo and seek improvement
• Purpose-Driven individuals who understand and champion the banks community impact

Benefits Snapshot

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance-based bonuses or incentives
• Paid holidays, vacation, sick time, and parental leave
• Free personal checking and savings accounts
• Tuition reimbursement and professional development resources
• On-site gym and discounted health club memberships
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range for this position is $125,000 $155,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Banks compensation philosophy.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other
• Industries
• Banking

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