Trust Compliance Officer

Univest Financial Corporation • Souderton, PA

1d • Hybrid

About The Position

At Univest, we believe strong compliance is the foundation of trust. We’re looking for a detail-oriented and experienced Trust Compliance Officer to help lead and strengthen our Trust Department’s Compliance Management Program. In this role, you’ll partner with leaders, regulators, auditors, and internal committees to support sound practices, manage risk, and help ensure we continue doing business the right way. If you’re a compliance professional with trust company experience and a passion for building strong, effective programs, we’d love to hear from you. Apply today and take the next step in your career with Univest.

Requirements

• Bachelor’s degree in a related field
• Minimum of 5-7 years of experience in a trust company compliance role (Trust Compliance Officer experience preferred)
• Strong working knowledge of state and federal rules and regulations for a trust company
• Demonstrated experience with state and federal regulatory trust company exams and working knowledge of related procedures and requirements
• Effective verbal and written communication skills
• Strong time management, organizational, diagnostic, critical thinking, presentation, and relationship development skills
• Proficient in Excel, Word, PowerPoint, and Outlook

Nice To Haves

• Trust Compliance Officer experience preferred

Responsibilities

• Responsible for developing, implementing, and administering all aspects of Univest Bank and Trust Co.’s (“Univest”) Trust Department Compliance Management Program
• Develop, review and maintain the Trust Department’s compliance policies and procedures
• Conduct regular compliance risk assessments
• Regularly test and monitor the effectiveness of compliance controls; manage third-party compliance testing as applicable
• Prepare testing and oversight reports for the Chief Compliance Officer and the Chief Risk Officer of Univest
• Serve as the Trust Department’s liaison with regulators and auditors
• Serve as a member of the Trust Department’s Trust Committee and the Discretionary Distribution and Real Estate, Fee and Acceptance, and Investment Committees
• Remain current with regulatory changes, supervisory guidance, expectations, and industry landscape
• Responsible for developing, implementing, and presenting the Trust Department’s Compliance Training Program
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
• Perform other duties and projects as assigned.

Benefits

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 days annually
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• Company paid life insurance
• Supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level