Job Description

Position Job Title: Trust Officer/Sr. Trust Officer Location: Remote Hiring Salary Range: $125,000 – $155,000 annually Position Summary Fremont Bank — one of the Bay Area’s most respected and long-standing financial institutions — is seeking a strategic, hands-on professional to join and help advance our Trust Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we’d love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities. A people-first culture grounded in inclusion and excellence Deep community involvement and local reinvestment A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-Compromise Approach — we help clients get to "yes" Core Values: Go above and beyond for clients; Foster a supportive and empowering environment for associates; Deeply invest in the well-being of our local community Position Overview Under the supervision of the Vice President of Trust Services, the Trust Officer/Sr. Trust Officer administers personal trust accounts, agency accounts, large estate settlements and more. Accounts may contain diverse assets including real estate, closely held stock and partnerships. Role and Responsibilities Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business. Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg. 9 Compliance Services monitoring. Understand the nuances of the discretionary review process and participate in such evaluations. Monitor trust operations and accounting activities to ensure that all necessary reports, documents, etc. are processed to facilitate client services. Maintain documentation of services, procedures, and ongoing written communications with client as appropriate in managing daily activity. Ensure accurate set up and review of fees. Develop a clear understanding of client needs behind service requests and communicate with service partners. May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates. Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise. Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities. Contribute to the fostering of a strong team-oriented positive culture; provide expertise and skill development support to other members of the team. Identify and escalate opportunities for process improvement. Generate new business for Trust Services. Generate new trust and estate relationships, attend estate planning council meetings and various bank client events. Minimum Qualifications Minimum of 7 years in trust industry BS/BA degree from accredited college or university CTFA or CFP designation preferred Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust law Computer literate Demonstrates cross-selling skills Strong verbal, written and interpersonal skills Flexible to travel different branches in the Bay Area and work remotely What Makes Fremont Bank Associates Thrive? Team Players who go above and beyond to support their colleagues Action-Oriented professionals who challenge the status quo and seek improvement Purpose-Driven individuals who understand and champion the bank’s community impact Benefits Snapshot Health & Wellness Medical, dental, and vision insurance Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement Employee Stock Ownership Plan (ESOP) 401(k) with employer match Performance-based bonuses or incentives Work-Life & Perks Paid holidays, vacation, sick time, and parental leave Free personal checking and savings accounts Home loan rate discounts Tuition reimbursement and professional development resources On-site gym and discounted health club memberships Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $125,000 – $155,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid. #J-18808-Ljbffr Fremont Bank

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