Demo

Finance Planning

Trustar Bank
Mc Lean, VA Full Time
POSTED ON 2/27/2025 CLOSED ON 3/13/2025

What are the responsibilities and job description for the Finance Planning position at Trustar Bank?

Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank’s target market area. Rapid consolidation in the Bank’s target market has created an opportunity for a community-based commercial bank.

“At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.”

A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank‘s strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank’s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:

“Our unique approach to financial services and our ‘can do’ attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.”

Trustar Bank is currently seeking an experienced Financial Planner. The Financial Planner must follow all established policies and procedures of the bank.

Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.

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