What are the responsibilities and job description for the Trust Officer position at Cedar Rapids Bank & Trust?
Your Next Chapter Starts Here: Become a Trust Officer at Cedar Rapids Bank and Trust!
Are you ready to bring your expertise and passion for trust administration to a supportive, growth-focused team? Cedar Rapids Bank and Trust is seeking a dedicated Trust Officer to join its dynamic office in Waterloo, IA.
As a Trust Officer, you will be the cornerstone of clients’ financial success—managing trust accounts, estates, and fiduciary relationships while delivering personalized financial and estate planning solutions. Your work will make a meaningful impact on the lives of those CRBT serves.
What CRBT Offers:
Cedar Rapids Bank & Trust values their employees and is proud to offer a comprehensive benefits package, including:
- Health, dental, vision, and life insurance to keep you covered affordably
- A 401(k) plan with profit-sharing to help secure your future
- A 30-day paid sabbatical to celebrate your 10th, 18th, and 25th anniversaries with CRBT
- Generous time off including your birthday and the day before your wedding
- Employee stock purchase plan and employee stock option plan to share in our success
- Lucrative annual bonus potential to celebrate your personal success
What You’ll Do:
- Administer trust accounts, estates, and fiduciary relationships with precision and care
- Deliver expert guidance on estate planning, wealth management, and trust administration
- Collaborate with portfolio managers to monitor investment performance and meet clients’ financial objectives
- Prepare clear, professional reports for clients and beneficiaries, ensuring transparency and trust
- Uphold compliance with internal policies, industry standards, and regulatory requirements
What You Bring to the Table:
- A bachelor’s degree in Finance, Accounting, or a related field (preferred)
- A CFTA designation or JD (preferred)
- 2 years of banking or investment experience with a proven track record
- A commitment to excellence and a client-first mindset
Why Cedar Rapids Bank and Trust?
CRBT’s culture thrives on collaboration, innovation, and mutual respect. When you join the team, you are not just building a career; you’re shaping a future with opportunities for growth and success.
Don’t wait—apply today and take the next step toward a fulfilling career with Cedar Rapids Bank and Trust!
This organization is an Equal Employment Opportunity employer and a supporter of affirmative action with a strong commitment to diversity, equity, and inclusion. All qualified applicants are considered for employment without regard to membership in any protected class by federal, state, and/or local laws.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Education:
- Bachelor's (Preferred)
Experience:
- trust admin: 2 years (Preferred)
License/Certification:
- CTFA (Preferred)
- JD (Preferred)
Ability to Commute:
- Waterloo, IA 50701 (Required)
Work Location: In person
