Trust Relationship Manager

The Trust Relationship Manager 2 independently manages a portfolio of complex fiduciary relationships, including estates, trusts, guardianships, and agency accounts. This role ensures legal and regulatory compliance, exercises fiduciary judgment, supervises junior administrators, and serves as a primary point of contact for clients and professional advisors. In addition to retention, the Relationship Manager proactively identifies growth opportunities and represents the bank in external engagements.

• Administer and grow a portfolio of fiduciary relationships with moderate to high complexity, ensuring compliance with governing documents, applicable laws, and fiduciary best practices.
• Analyze and interpret legal instruments to guide administration, including special distributions, discretionary decisions, and resolution of beneficiary matters.
• Serve as the primary relationship manager for assigned accounts, maintaining high-touch communication with clients, beneficiaries, and external advisors (e.g., attorneys, CPAs).
• Act as a resource and mentor to junior Trust Administrators, reviewing work and providing coaching or escalation support as needed.
• Coordinate with internal subject matter experts (tax, real estate, investments, operations) to deliver comprehensive client solutions.
• Maintain accurate documentation and risk assessments in accordance with fiduciary standards and internal procedures.
• Represent the Bank in public-facing activities such as trust committee participation, nonprofit board involvement, or client/prospect events.
• Monitor industry and regulatory developments in fiduciary law and wealth management and adjust practices accordingly.
• Identify and pursue new business opportunities through proactive reviews of existing clients and external networking.
• Participate in internal committees or workgroups to enhance fiduciary service delivery and risk mitigation practices.

• Bachelor's degree required (business, legal studies, or finance preferred). An equivalent combination of education and experience may be considered.
• CTFA or pursuit of fiduciary certification encouraged.
• Minimum 4 years in trust administration, relationship management, or fiduciary banking services.
• Deep understanding of trust and estate law
• Proven ability to manage complex relationships independently
• Supervisory aptitude or mentoring experience
• Strong communication and judgment, especially in sensitive situations

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to travel if required to perform the essential job functions
• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.