Trust Officer

Dallas, TX
3/11/2019

Job Description -

Perform all functions as necessary to administer properly all aspects of accounts handled in the Trust department. Including bringing in new business to the department.

Job Function -

  • Communicates with clients and prospects to monitor the quality and delivery of service
  • Retain client base by working to deliver the highest service and client contact standards
  • Actively participate with the Private Banking Group, internal business partners, and Centers of Influences to solicit referrals and build sales pipeline and cross- selling opportunities
  • Achieve annual sales goals of base salary
  • Reviews, approves and directs daily administrative functions in accordance with the governing document or client written requests or instructions.
  • Ensures that all accounts are properly administered and invested according to the trust agreement provisions and applicable federal laws and regulations
  • Develop and maintain profitability by ensuring efficient and quality account administration.
  • Develop new account relationships through the community and professional visibility.
  • Coordinate all divisional functions to produce efficient and competent account administration to meet the needs of customers.
  • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
  • Interact frequently with the Trust Operations Officer and Executive Management.
  • Travel to branch locations and client meetings.
  • Identify and refer business to other areas within the Bank as appropriate.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  • Complete and pass all required regulatory compliance training as assigned.
  • Represent the Bank in community organizations and activities to enhance the Bank’s
  • Perform other tasks as assigned.

Basic Qualifications:

  • A Bachelor’s Degree
  • Minimum of 5 years in a Trust Administration department or similar business experience with trust training.
  • Provide excellent client service and ability to resolve problems.
  • Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.