Trust Officer

Job Title: Trust Officer
Location: Central Texas Area (Onsite) Relocation Assistance Provided

About Us:

We are a well-established and growing community bank in Central Texas, committed to building strong, lasting relationships with our clients. Our focus is on providing personalized financial services that foster growth and security for our customers. As we continue to expand, we are looking for a seasoned and dedicated Trust Officer to manage an already established $200 million trust portfolio and contribute to the continued success of our wealth management division.

Position Overview:

As an Experienced Trust Officer, you will be responsible for managing a substantial trust portfolio, ensuring the needs of our high-net-worth clients are met with exceptional service and expertise. You will play a key role in the growth of our trust services, working closely with internal teams and clients to provide comprehensive solutions that align with their financial goals. This is an onsite position, and we are offering relocation assistance for the right candidate who is ready to join our community-focused team in Central Texas.

Key Responsibilities:

• Manage a portfolio of trust accounts valued at $200 million, ensuring proper administration and adherence to fiduciary responsibilities.
• Build and maintain strong, long-term relationships with clients, their families, and legal advisors.
• Oversee trust account administration, ensuring compliance with legal, regulatory, and bank policies.
• Work closely with internal teams (investment, estate planning, tax, and legal) to provide integrated financial solutions for clients.
• Review and analyze trust documents, manage distributions, and ensure the proper management of assets.
• Provide guidance and direction to clients on trust services, estate planning, and wealth management strategies.
• Actively pursue new business opportunities and expand the trust portfolio by leveraging relationships and business development skills.
• Ensure timely and accurate reporting and documentation for both clients and regulatory requirements.
• Stay up to date with industry regulations, trends, and best practices to ensure the bank remains a trusted advisor in the wealth management space.

Qualifications:

• A minimum of 5 years of experience in a Trust Officer role, managing a significant portfolio of trust accounts.
• Strong understanding of trust administration, estate planning, tax implications, and fiduciary responsibilities.
• Proven ability to manage complex trust relationships and provide tailored solutions for high-net-worth individuals and families.
• Exceptional interpersonal skills and the ability to build and maintain client relationships.
• Knowledge of regulatory requirements and industry best practices related to trust services.
• A strong network in the Central Texas area or the ability to build and cultivate new relationships within the community.
• Bachelor’s degree in finance, accounting, business, or a related field (professional certifications such as CTFA, CFP, CPA, or JD are preferred but not required).
• Excellent communication, organizational, and problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Compensation & Benefits:

• Base Salary: $150,000 (Could be more or less based on experience and seniority)
• Annual Performance Bonuses
• Comprehensive benefits package (health, dental, retirement, etc.)
• Relocation assistance for qualified candidates
• Opportunity for growth and advancement within a community-focused bank

If you are a highly experienced Trust Officer with a proven track record of managing large trust portfolios and are looking for an exciting opportunity to grow with a community-focused financial institution, we encourage you to apply!