Trust Operations Manager

Ames National Corporation•Ames, IA

6d•Onsite

About The Position

First National Bank is seeking a collaborative and detail-oriented Trust Operations Manager to lead the day-to-day operations that support our trust and wealth management services. In this role, you'll oversee critical processes, guide a talented team, improve workflows, and help ensure clients receive accurate, timely, and high-quality service. We're looking for a leader who enjoys solving problems, building strong partnerships, and creating efficient processes that support both employees and clients.

Requirements

Degree in Business, Finance, Accounting, Management, or a related field, or equivalent experience.
Several years of experience in banking, trust operations, wealth management operations, financial services, or a similar environment.
Strong organizational skills with the ability to manage multiple priorities.
Excellent problem-solving and decision-making abilities.
Strong communication skills and the ability to build relationships across teams.
Experience reviewing processes and implementing operational improvements.
Proficiency with business systems, reporting tools, and Microsoft Office applications.

Nice To Haves

Previous leadership or supervisory experience preferred.

Responsibilities

Lead and develop the Trust Operations team, providing coaching, guidance, and performance management.
Oversee operational processes that support trust, estate, investment, and wealth management services.
Ensure transactions, records, and account activities are completed accurately and on time.
Identify opportunities to improve efficiency, reduce risk, and enhance the client experience.
Partner with Trust Officers, Wealth Advisors, Compliance, Information Technology, Finance, and other departments to support business objectives.
Monitor operational controls and help ensure adherence to internal policies and regulatory requirements.
Manage vendor relationships and support system enhancements and technology initiatives.
Develop and maintain procedures that promote consistency, accuracy, and operational excellence.
Analyze operational data and performance metrics to identify trends and recommend improvements.
Lead or participate in projects related to process improvement, technology implementation, and operational change.