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Walpole Co-operative Bank

Walpole, Massachusetts

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Northeast Oklahoma Electric Cooperative

Vinita, Oklahoma

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First State Community Bank

Farmington, Missouri

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Lowell Five Bank

Tewksbury, Massachusetts

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Lone Star National Bank

McAllen, Texas

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Lone Star National Bank

McAllen, Texas

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Chain Bridge Bank, N.A.

McLean, Virginia

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Dickinson Wright PLLC

El Paso, Texas

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University of San Diego

San Diego, California

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Banner Health

Mesa, Arizona

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University of California Irvine (UCI)

Irvine, California

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University of California Santa Cruz

Santa Cruz, California

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University of San Diego

San Diego, California

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University of California Santa Cruz

Santa Cruz, California

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California Institute of Technology

Pasadena, California

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Locke Lord, LLP

Houston, Texas

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University of San Diego

San Diego, California

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University of California Santa Cruz

Santa Cruz, California

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State Farm Mutual Automobile Insurance Company

Bloomington, Illinois

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University of Washington

Seattle, Washington

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University of California Santa Cruz

Santa Cruz, California

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University of California Irvine (UCI)

Irvine, California

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MultiCare Health System

Lakewood, Washington

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Mubarak Law

ORLANDO, Florida

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Fletcher Tilton PC

Framingham, Massachusetts

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Bank Trust Officer
Job Summary: The Bank Trust Officer will provide customers with expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing trust documents.  Duties/Responsibilities: Assists customers with formation of new trust accounts, providing advice concerning types of trusts and arrangements that are best suited for the situation. Collaborates with customer’s attorney to draft legal documents specifying trust and estate provisions, duration, and other matters. Collaborates with the bank’s investment analysts to choose appropriate investments based on long-term financial goals and the best interests of the beneficiaries; ensures that fiduciary judgment is followed in investment of the trust. F


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