All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Trust Compliance Officer US-PA-Souderton Job ID: 7022 Type: Full Time # of Openings: 1 Category: Corporate Univest Financial Corporation Overview 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.
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.
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 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 Wage 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 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 We offer company paid life insurance: as well as other supplemental insurances Tuition reimbursement Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement Discounts: on loan products Professional development trainings Click here for Benefit Information #Univest #LI-Hybrid An 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. PI287006916

Also on the board Same function, level within a rung

Level

Senior

Salary

$90,000 - $125,000 per year

Location

Souderton, PA

Occupation

Compliance Officers

Industry

Trust, Fiduciary, and Custody Activities

Posted

today

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