Senior Trust Officer

Posted 3 days ago

agencyMundelein (IL)

Financial Specialists, All Other Trusts, Estates, and Agency Accounts

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About the role

Job Description: Senior Trust Officer

Location: Waco, TX (Relocation Optional)A well-established, community-focused bank is seeking an experienced Trust Officer to support the growth and development of its wealth management and trust services division. Known for its relationship-driven culture, personalized service model, and strong ties to the local community, this institution is committed to delivering high-quality fiduciary and advisory solutions to individuals and families. The Trust Officer will serve as a key point of contact for clients, overseeing trust administration, developing new business relationships, and helping expand the bank’s presence in the local market and surrounding areas. This role is ideal for a professional with an existing network and the ability to transition client relationships or a book of business over time.

Key Responsibilities:

Administer a variety of trust accounts, including personal trusts, estates, and agency accounts
Serve as the primary relationship manager for trust and wealth clients
Develop new business through centers of influence, referrals, and community involvement
Transition and grow an existing book of business where applicable (Over Time)
Partner with clients, attorneys, CPAs, and internal teams to deliver comprehensive fiduciary solutions
Ensure all accounts are administered in accordance with governing documents, fiduciary standards, and regulatory requirements
Review and interpret trust documents, wills, and related legal materials
Monitor account performance, distributions, and client objectives
Identify opportunities to cross-sell investment management, deposit, and lending services
Actively participate in community and business development activities

Required Qualifications:

8+ years of experience in trust administration or wealth management
Demonstrated ability to develop and maintain client relationships
Experience working with trusts, estates, and fiduciary accounts
Strong understanding of fiduciary principles, compliance, and regulations
Proven business development skills; ability to bring or transition client relationships preferred
Established local network within the greater Central Texas market preferred
Excellent communication, interpersonal, and organizational skills
Bachelor’s degree in Finance, Business, or related field preferredCTFA or similar professional designation is a plus
Why This Opportunity

This is an excellent opportunity for a relationship-driven Trust Officer seeking a long-term role with a respected bank that values local market presence, client service, and professional autonomy. The organization offers a collaborative environment and the ability to make a meaningful impact in a growing market. For immediate consideration, please contact Nate Algood directly.

About The Agency Recruiting: The Agency Recruiting is a specialized search firm connecting high-performing talent with growth-oriented organizations nationwide. Through strategic and confidential partnerships, we help companies secure leadership and professional talent that drives long-term success. All opportunities listed on our official website and LinkedIn page are verified and credible. Postings on third-party job boards are not guaranteed to be authenticated by The Agency Recruiting.

Equal Employment Opportunity Statement: The Agency Recruiting is an Equal Opportunity Employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable law.

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