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CNB Bank

Senior Fiduciary Officer

CNB Bank is a leading financial institution committed to providing comprehensive banking services to its clients. We are seeking a dedicated Senior Fiduciary Officer to join our team in Clearfield, Pennsylvania, to oversee fiduciary accounts and ensure compliance with applicable laws and regulations.

Key Responsibilities:

Fiduciary Account Management: Administer estate and personal trust accounts, including testamentary and inter vivos trusts, charitable trusts, conservatorships, guardianships, life insurance trusts, private family foundations, special needs trusts, and other agency accounts.
Legal and Administrative Review: Perform initial legal and trust administration reviews of potential new trust or investment business, ensuring compliance with governing documents and applicable laws.
Client Interaction: Engage with clients, advisors, and intermediaries regarding the administration and maintenance of accounts, providing guidance and support as needed.
Risk Management: Identify and mitigate risks associated with fiduciary accounts, ensuring adherence to the bank's risk appetite and regulatory requirements.
Collaboration: Work closely with portfolio managers, bankers, investment advisors, and other bank colleagues to ensure effective management of fiduciary accounts.

Qualifications:

Education: Bachelor's degree in Finance, Business Administration, or a related field.
Experience: Minimum of 8 years in trust administration within a financial or legal services organization.
Skills: Strong analytical and problem-solving abilities; excellent communication and interpersonal skills; proficiency in trust administration software and Microsoft Office Suite.
Certifications: Completion of Trust Certificate and/or Certified Trust and Fiduciary Advisor (CTFA) designation preferred.

Benefits:

Compensation: Competitive salary with performance-based incentives.
Health & Wellness: Comprehensive health insurance plans, including medical, dental, and vision coverage.
Retirement: 401(k) plan with company matching contributions.
Professional Development: Opportunities for continuous learning and career advancement.

Join CNB Bank and contribute to delivering exceptional fiduciary services to our valued clients. Apply today to advance your career in a dynamic and supportive environment.

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