Trust Officer

Job description

Description Job Summary: The Trust Officer is responsible for administering trust and fiduciary accounts for which Cogent Bank serves as trustee, personal representative, guardian, or agent under investment management arrangements. This role delivers a high level of client service, ensures compliance with fiduciary duties and regulatory requirements, and supports the growth and retention of trust relationships. The Trust Officer primarily administers smaller to moderately complex trust accounts and may assist with business development activities. Requirements: Responsibilities and Duties: - Administer assigned trust and fiduciary accounts in accordance with governing documents, applicable laws, and Cogent Bank policies. - Provide ongoing client service, including responding to client inquiries, resolving account issues, and maintaining strong fiduciary relationships. - Coordinate with internal partners (Trust Operations, Investment Management, Tax, Legal, and Compliance) to ensure accurate administration of accounts. - Monitor account activity, distributions, and documentation to ensure fiduciary accuracy and compliance. - Participate, as requested, in business development activiti...