- Location
- Lakeland, FL
- Type
- Full-time
- Education
- Master
- Source
- ApplicantPro
Description
Join a team dedicated to helping clients protect, grow, and transfer their wealth with confidence.
Citizens Bank & Trust is seeking an experienced Trust Officer (Trust & Wealth Advisor).
The Opportunity
The Trust Officer plays a key role in cultivating and developing new trust and investment management relationships while overseeing the administration of assigned fiduciary and investment accounts. This position works closely with portfolio managers, compliance professionals, and external advisors to ensure exceptional service and regulatory adherence.
The role may also provide leadership and oversight to Trust & Wealth Associates, supporting daily operations and ensuring the highest standards of client care.
Skills
Compliance