Trust Compliance Officer Job at Univest, Souderton, PA

  • Univest
  • Souderton, PA

Job Description

OverviewAt 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. Responsibilities Responsible for developing, implementing, and administering all aspects of Univest Bank and Trust Co.’s (“Univest”) Trust Department Compliance Management ProgramDevelop, review and maintain the Trust Department’s compliance policies and proceduresConduct regular compliance risk assessmentsRegularly test and monitor the effectiveness of compliance controls; manage third-party compliance testing as applicablePrepare testing and oversight reports for the Chief Compliance Officer and the Chief Risk Officer of UnivestServe as the Trust Department’s liaison with regulators and auditorsServe as a member of the Trust Department’s Trust Committee and the Discretionary Distribution and Real Estate, Fee and Acceptance, and Investment CommitteesRemain current with regulatory changes, supervisory guidance, expectations, and industry landscapeResponsible for developing, implementing, and presenting the Trust Department’s Compliance Training ProgramAccountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.Perform other duties and projects as assigned. Qualifications 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 companyDemonstrated experience with state and federal regulatory trust company exams and working knowledge of related procedures and requirementsEffective verbal and written communication skillsStrong time management, organizational, diagnostic, critical thinking, presentation, and relationship development skillsProficient in Excel, Word, PowerPoint, and OutlookWage Range: The salary for this position ranges from $90,000 to $125,000 Benefits Overview:Univest offers a comprehensive benefits package that includes: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 employmentPaid Time Off (PTO): 20 days annuallyShort Term Disability: 12 weeks of sick time with a doctors note after 6 months of serviceHoliday Time Off: 11 paid holidaysWe offer company paid life insurance: as well as other supplemental insurancesTuition reimbursement Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursementDiscounts: on loan productsProfessional development trainingsClick here for Benefit Information#Univest#LI-HybridAn Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.Notice to Recruiters

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