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HomeCompaniesRecruiting Ultipro Com Exc1008exba 962dde1a Eeca 4964 8266 5f9daf6d952cPersonal Trust Officer

Personal Trust Officer

Recruiting Ultipro Com Exc1008exba 962dde1a Eeca 4964 8266 5f9daf6d952c · Roseville, Roseville Branch, Roseville, CA, United States · Active · UKG Pro Recruiting / Ultimate

Job facts

FieldValue
CompanyRecruiting Ultipro Com Exc1008exba 962dde1a Eeca 4964 8266 5f9daf6d952c
TitlePersonal Trust Officer
Normalized title-
Department / teamTrust and Investment Management
LocationRoseville, CA, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerUKG Pro Recruiting / Ultimate
Posted / first seen2026-05-21 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Recruiting Ultipro Com Exc1008exba 962dde1a Eeca 4964 8266 5f9daf6d952c.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through UKG Pro Recruiting / Ultimate.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Roseville.Open
Department jobsActive postings in Trust and Investment Management.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRecruiting Ultipro Com Exc1008exba 962dde1a Eeca 4964 8266 5f9daf6d952c
Source53e6f510-fb3c-497a-bbb7-9ca06e5dd69f
ATS providerUKG Pro Recruiting / Ultimate

Description

Act as a fiduciary to protect and manage customer’s wealth management strategies.  Provide expertise and communication in trust and estate issues, working as a liaison between trust clients and various related agencies or advisors. Administer and manage an assigned case load of personal trust accounts, estate settlements and personal agency accounts.  Build and maintain professional relationships with Tax and Legal Advisors.  Actively engage in community and industry activities that create contact with prospective clients with the objective of actively promoting Exchange Bank products.

Full job record

Job ID3c4a32ce36c31a154df98a8046daf3ec548cde9a
Org IDf65523b9-cc30-41d1-b8eb-80e5b61369e6
Source ID53e6f510-fb3c-497a-bbb7-9ca06e5dd69f
Board ID53e6f510-fb3c-497a-bbb7-9ca06e5dd69f
Providerukg
Provider Job Key3f97ee06-c339-49fb-b3c3-20a9ec9dba8c
TitlePersonal Trust Officer
Normalized Title
Statusactive
Activeyes
Location TextRoseville, Roseville Branch, Roseville, CA, United States
DepartmentTrust and Investment Management
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionCA
CityRoseville
Salary RawAct as a fiduciary to protect and manage customer’s wealth management strategies.  Provide expertise and communication in trust and estate issues, working as a liaison between trust clients and various related agencies or advisors. Administer and manage an assigned case load of personal trust accounts, estate settlements and personal agency accounts.  Build and maintain professional relationships with Tax and Legal Advisors.  Actively engage in community and industry activities that create contact with prospective clients with the objective of actively promoting Exchange Bank products.
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://recruiting.ultipro.com/EXC1008EXBA/JobBoard/962dde1a-eeca-4964-8266-5f9daf6d952c/OpportunityDetail?opportunityId=3f97ee06-c339-49fb-b3c3-20a9ec9dba8c
Apply URLhttps://recruiting.ultipro.com/EXC1008EXBA/JobBoard/962dde1a-eeca-4964-8266-5f9daf6d952c/OpportunityDetail?opportunityId=3f97ee06-c339-49fb-b3c3-20a9ec9dba8c
First Seen At2026-05-31 17:50:58Z
Last Seen At2026-06-06 20:18:07Z
Last Checked At2026-06-06 20:18:07Z
Last Changed At2026-05-31 17:50:58Z
Inactive At
Source Posted At2026-05-21 20:07:15Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting.ultipro.com|exc1008exba|962dde1a-eeca-4964-8266-5f9daf6d952c/date=2026-06-06/2026-06-06T20-18-06-288Z-adbb37d3b0885d91b4eb55764cf68f66d962016b2cc93293d03ea90333aaa71e.json
Event Fields
{
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  "source_hash": "ff6144bf4c0bf61960fafe58d195ce293b8780956a5c2cd2c21fe00afca4875c",
  "last_changed_at": "2026-05-31T17:50:58.255Z",
  "active_status": "active"
}
Parsed Structured
{
  "language": "en",
  "location": {
    "raw": "Roseville, Roseville Branch, Roseville, CA, United States",
    "city": "Roseville",
    "region": "CA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T20:18:07.666Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Roseville, Roseville Branch, Roseville, CA, United States",
      "city": "Roseville",
      "region": "CA",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "Id": "3f97ee06-c339-49fb-b3c3-20a9ec9dba8c",
  "Title": "Personal Trust Officer",
  "Distance": null,
  "Featured": false,
  "FullTime": true,
  "Locations": [
    {
      "Id": "de141e73-8b91-5815-a99b-e750616e8103",
      "Address": {
        "City": "Roseville",
        "Line1": "1420 Rocky Ridge Dr",
        "Line2": "Ste 190",
        "State": {
          "Code": "CA",
          "Name": "California"
        },
        "Country": {
          "Code": "USA",
          "Name": "United States"
        },
        "PostalCode": "95661"
      },
      "Coordinates": {
        "Latitude": 38.75336747305002,
        "Longitude": -121.24595665724155
      },
      "DisplayName": false,
      "LocalizedName": "Roseville Branch",
      "SourceOfTruth": 1,
      "DisplayAddress": true,
      "DisplayLocationId": false,
      "DisplayDescription": false,
      "LocalizedLocationId": null,
      "DisplayStreetAddress": false,
      "LocalizedDescription": "Roseville"
    }
  ],
  "MatchScore": 1,
  "PostedDate": "2026-05-21T20:07:15.869Z",
  "JobCategoryName": "Trust and Investment Management",
  "JobLocationType": null,
  "OpportunityType": 0,
  "BriefDescription": "Act as a fiduciary to protect and manage customer’s wealth management strategies.  Provide expertise and communication in trust and estate issues, working as a liaison between trust clients and various related agencies or advisors. Administer and manage an assigned case load of personal trust accounts, estate settlements and personal agency accounts.  Build and maintain professional relationships with Tax and Legal Advisors.  Actively engage in community and industry activities that create contact with prospective clients with the objective of actively promoting Exchange Bank products.",
  "MatchedLocations": [],
  "RequisitionNumber": "PERSO002777"
}
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