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