Job Title: Trust Client Associate

Department: Trust and Wealth Department

FLSA Status: Exempt

Reports to: Trust Department Manager

Trust Client Associate at Chain Bridge Bank, N.A.

Chain Bridge Bank, N.A. (“Chain Bridge” or the “Bank”) is seeking a Trust Client Associate to join its Trust and Wealth Department. The Trust Client Associate provides administrative and operational support to the trust administration team. The associate works with the Trust Officer, the Client Associate, and fiduciary leadership on account opening, daily processing, client service, and account documentation. The role suits a detail-oriented professional who enjoys client contact and wants to build a career in trust and wealth management.

Compensation

Salary Range: $80,000 – $95,000 annually. The final compensation offered will be determined based on the selected candidate’s qualifications, relevant experience, skills, and other job-related factors, consistent with applicable law. This role is eligible to participate in the Bank’s annual incentive compensation plan, under which employees may earn a cash bonus based on the performance of the Company and the team, with an emphasis on financial results and risk management. Plan terms, eligibility, and payout amounts are determined at the sole discretion of the Bank and are subject to change.

This is a hybrid position, with a requirement to be in the office at least three days per week in McLean, Virginia.

Benefits

Chain Bridge offers a professional benefits package consistent with a regulated banking environment, including:

• Competitive base salary

• Comprehensive health benefits (medical, dental, and vision)

• 401(k) retirement plan with employer contribution

• Paid time off, including vacation, holidays, and sick leave

• Annual incentive compensation plan

• Professional development opportunities relevant to the role and the Bank’s operating environment

Client Service:

• Respond promptly and professionally to inquiries from clients, beneficiaries, and their advisers, and contact clients proactively when needed.

• Work with new clients and their attorneys to open and fund trust, investment management, agency, and custody accounts.

• Organize and schedule client and prospect meetings and prepare meeting materials.

Account Administration:

• Set up, maintain, and close accounts on the trust accounting system, working with the Bank’s trust operations vendor.

• Participate in new account acceptance and onboarding, including gathering required documentation.

• Help inventory and value assets, and prepare complete documentation for new, ongoing, and terminating accounts.

• Prepare administrative and investment account reviews and confirm that investment recommendations are carried out.

• Maintain accurate, well-organized account files.

Daily Processing and Operations:

• Review daily transactions to confirm that accounts are handled correctly.

• Process client bill payments, distributions, transfers, deposits, and other payments under the Bank’s dual-control procedures (two people review each payment).

• Prepare discretionary distribution requests for officer review.

• Serve as liaison among trust operations, the Trust Officer, and the client for asset purchases and other account activity.

• Open, log, and route daily mail.

Reporting, Compliance and Department Support:

• Prepare activity and other reports for management.

• Support seasonal tax processing and regulatory reporting.

• Help coordinate audits and regulatory examinations, including gathering documents and preparing responses.

• Serve as administrative liaison to Trust committees and support special projects as assigned.

• Always protect confidential client information.

Compliance

It is understood that complying with all applicable safety and soundness and consumer compliance laws and regulations, taking the annually required consumer compliance courses, and adhering to the policies and procedures that facilitate compliance will all be factors considered when evaluating individual performance. Individual performance may be reflected in annual salary adjustments. Bank compliance with laws and regulations is a factor considered in the calculation of incentive compensation. The ratings that the Bank receives from its regulators and its auditors are factored into the annual incentive compensation calculation.

Your adherence to these laws and regulations and the policies and procedures that support them directly affect the Bank’s compliance. Annual incentive compensation rewards team performance. An employee will not be eligible for incentive compensation unless he/she takes the consumer compliance courses required of all employees and all the required consumer compliance courses for his/her job description or job responsibilities by the end of each calendar year. All required consumer compliance courses for the applicable year will be outlined in the Compliance Management Program.

Required

• Strong interpersonal and written communication skills, with a polished, client-first approach.

• Excellent organization and attention to detail; able to manage multiple deadlines accurately.

• Sound judgment and discretion in handling confidential information.

• A positive, professional, and collaborative work style.

Preferred

• A Bachelor’s degree in business administration, finance, or a related field is preferred.

• Experience in trust, banking, wealth management, investments, accounting, or legal operations and administration is preferred.

• Proficiency with standard office software; experience with a trust accounting system is a plus.

Chain Bridge Bank, N.A. is a nationally chartered bank regulated by the Office of the Comptroller of the Currency and a wholly owned subsidiary of Chain Bridge Bancorp, Inc. (the “Company”), a Delaware corporation and registered bank holding company. The Company’s Class A common stock is listed on the New York Stock Exchange under the ticker symbol “CBNA.” The Bank provides commercial banking and trust and wealth management services to clients nationwide through a technology-enabled operating model. As a regulated financial institution, the Bank places a premium on accuracy, clarity, and disciplined execution in all public-facing systems and communications.