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Trust Officer
- Access Dubuque (Dubuque, IA)
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Trust Officer
Fidelity Bank & Trust
1 Positions
ID: 3306537
Posted On 05/29/2025
Refreshed On 08/30/2025
Job Overview
_Are you passionate about helping others secure their financial legacy?_
_Do you thrive in a role that blends trust administration, relationship building, and business development?_
Join our growing Fidelity Bank & Trust Wealth Management team as a **Trust Officer, in our Waverly branch** and play a vital role in managing and growing our fiduciary services across Eastern Iowa.
What You’ll Do:
As a Trust Officer, you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts—ensuring all fiduciary and legal obligations are met with care and precision. You’ll be the trusted relationship manager for clients and beneficiaries, conducting regular meetings and offering expert guidance on trust matters.
In addition to administration, you’ll have the exciting opportunity to grow the department through new business development and strategic relationship management. From routine account oversight to navigating complex fiduciary challenges, your expertise will make a lasting impact.
Key Responsibilities:
+ Administer day-to-day operations of assigned accounts, including accounting, distributions, and tax reporting
+ Attract and develop new trust and investment management business
+ Serve as the main point of contact for clients and beneficiaries—building trust through proactive communication and personalized service
+ Maintain strong, long-term relationships with current and prospective clients
+ Uphold fiduciary responsibilities with integrity, always acting in the best interest of the client
+ Ensure compliance with state and federal trust laws and regulatory requirements
+ Coordinate tax return information and oversee accounts with unique or complex needs
Why Join Us?
We are a community-focused financial institution with deep roots in Eastern Iowa. Here, you’ll work in a collaborative environment where your voice matters, your clients come first, and your growth is supported. You’ll enjoy competitive compensation, strong benefits, and the opportunity to truly make a difference in the lives of those we serve.
Requirements
What You Bring:
+ Minimum of 3 years of experience in trust and wealth management
+ Strong knowledge of trust laws, compliance standards, and fiduciary best practices
+ Exceptional communication and interpersonal skills
+ Ability to navigate sensitive client relationships with professionalism and discretion
+ Business development mindset with the drive to expand client relationships and grow the department
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment.
Requirements
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with arms, talk or hear and use hands to finger, handle or feel objects, tools or controls. Specific vision abilities required by this job include close vision, some distance vision, and ability to adjust focus. Some driving may be required.
Position Type/Expected Hours of Work
This is a full-time position, and typical work hours and days are Monday through Friday, 8:00 a.m. to 5 p.m.
Travel
Some travel may be required between offices on a limited basis.
Additional Eligibility Qualifications
None required for this position.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Fidelity Bank & Trust is an Equal Opportunity Employer, including disability and protected veteran status.
Primary Contact
1724418518215
Jenni Noonan
Chief eXperience Officer,
Phone
Phone
Phone
Fax
Email
False
False
True
Job Details
Categories
Banking/Mortgage/Financial Services
Location
Dubuque, IA
Job Type
Employee
Full/Part
Full Time
Company ID
1018
Job REQ #
3306537
\# Positions
1
Start Date
20250529
End Date
20251012
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Fidelity Bank & Trust
About the Company
In 1910, Fidelity Bank & Trust opened for business in Luxemburg, Iowa. Originally known as the Luxemburg Savings Bank the name was changed to Fidelity Bank & Trust in 1964, when the charter was moved to Dyersville. Today we proudly serve 30 communities.
Fidelity Bank & Trust is here for your financial needs, and as a supporter of our communities. We have over 280 employees ready to help you with all of your banking needs. Our people proudly log hundreds of hours of community service and are happy to lend a helping hand to a variety of projects and organizations in their communities
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