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Broadway Bank · 1 day ago

Trust Advisor II

San Antonio, TX

Part-time

Onsite

Mid, Senior Level

4+ years exp

Broadway Bank is one of the largest independently owned banks in Texas, offering a range of financial services. The Trust Advisor II manages fiduciary relationships, ensuring compliance with regulations while enhancing client experiences and driving revenue growth through effective relationship management.

BankingFinanceFinancial ServicesLendingWealth Management

Culture & Values

Responsibilities

Maintain and enhance relationships with clients and their families to maximize the lifetime value of these relationships

Proactively offer a full range of financial and banking services, collaborating with specialists across the organization to best serve client needs

Build loyalty and drive revenue growth through effective client relationship management, including resolving immediate client concerns, cultivating new business opportunities, and ensuring consistent messaging across all channels

Develop and execute targeted client retention and expansion strategies, ensuring the identification and development of high-value relationships

Establish rapport with clients and their advisors, demonstrating strong solution-oriented sales and communication skills

Collaborate with external advisors, such as CPAs and attorneys, to ensure a holistic approach to financial planning and trust management

Maintain command of fiduciary principles and regulatory requirements, including fiduciary taxation, securities transfers, community property, and state and federal laws governing trusts, foundations, estates, and investments

Apply fiduciary and estate planning strategies, ensuring that actions align with the interests of beneficiaries and remaindermen, while minimizing risk to the Bank

Review and interpret governing documents, ensuring that required actions appropriately balance beneficiary interests, protect account assets, and minimize risk

Oversee account transactions, including distributions, purchases and sales of securities, tax payments, and other activities to ensure compliance with the governing document and regulatory standards

Maintain accurate records, initiate account openings and closings, and manage all aspects of fiduciary account administration

Manage risk associated with fiduciary duties, protecting the Bank from liability

Communicate fiduciary planning strategies effectively and tactfully with clients, prospects, and their advisors

Supervise associates involved in relationship management, providing coaching and mentoring to help them achieve their career potential

Lead by example, demonstrating teamwork, initiative, and service excellence

Actively identify new opportunities to offer the Bank’s full suite of services to new and existing clients

Serve as an ambassador for the Bank, embracing Broadway Bank values and fostering client loyalty

Cultivate relationships with estate planning professionals to generate referrals for Broadway and Wealth Management services

Serve in community leadership roles, including board positions for non-profit organizations or business-related disciplines

Participate in public speaking engagements, media interviews, and educational seminars

Foster collaborative relationships within the organization to support comprehensive client service delivery

Deliver consistent messaging across all service channels, ensuring alignment with the Broadway Client Experience

Provide support across all areas of Wealth Management, ensuring that the full breadth of services is available to clients and prospects

This position may require travel within the Bank’s geographic area

Qualification

Fiduciary experienceFiduciary laws knowledgeEstate planning strategiesFinancial services knowledgeClient relationship managementMicrosoft Office proficiencyCRM platformsProblem-solving skillsTeam leadershipCommunication skills

Required

4+ years of fiduciary experience in personal trusts or 5 years of legal, financial planning, or related experience; 5-10 years preferred

Demonstrated understanding of accounting principles

Proven ability to positively interact with high-level clients and bank employees at all levels

A relationship banking philosophy, emphasizing long-term, client-focused engagements rather than transactional relationships

Experience in Commercial Banking, Retail, Private or Business Banking, or Wealth Management/Trust Administration is a plus

4-year college degree from an accredited university, with an emphasis in Business, Finance, or Accounting

Excellent oral and written communication abilities

Strong organizational, technical, and problem-solving skills

Broad knowledge of financial services, operational procedures, and regulatory compliance

Demonstrated ability to develop and maintain client relationships, leveraging a relationship banking approach

Proven knowledge of fiduciary laws and estate planning strategies

Proficiency in technology, including Microsoft Word, Excel, PowerPoint, and CRM platforms

Experience using handheld electronic devices (e.g., iPhone, iPad) and financial calculators

Strong command of fiduciary account management principles and risk management strategies

Ability to lead, mentor, and coach team members to foster professional growth

Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday

Occasional overtime or extended hours may be required