Texas Regional Bank · 3 hours ago
Trust Officer - Dallas, TX
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expTexas Regional Bank is seeking a Trust Officer to join their Trust & Wealth Management team. This role involves the administration of personal trust, estate, and fiduciary accounts while managing complex fiduciary relationships and ensuring compliance with applicable laws and bank policies.
FinanceFinancial ServicesWealth Management
Responsibilities
Oversee a book of business directly comprised of accounts where TRB serves as a fiduciary, including trustee, executor, agent or custodian, including Investment Management Accounts and Individual Retirement Accounts
Play a key role collaborating with the leadership team for TRB to enhance and streamline the Division administration, operations and contribute to strategic decision making
Expected to support and collaborate with other Trust Officers and trust operations team in responding to client requests, preparing for meetings, and conducting research and analysis on accounts where the Trust Officer may not be the primary trust administrator
Administer trusts, estates, and fiduciary accounts in compliance with trust documents, fiduciary law, and internal policies
Serve as the primary relationship manager for clients, beneficiaries, and professional advisors
Exercise discretionary authority over distributions and trust administration decisions as permitted
Knowledge of trust and financial accounting and tax principles that will all the Trust Officer to oversee trust investments in coordination with portfolio managers and investment committees to ensure thoughtful portfolio and asset management
Ensure regulatory compliance, risk management, and audit readiness for all assigned accounts
Coordinate estate settlement activities and work with attorneys and tax professionals on fiduciary and tax matters
Required to work with and manage outside advisors and vendors, including legal counsel, outside asset managers and other professionals
Prepare, review, and maintain accurate account documentation, reports, and client communications
Identify and mitigate fiduciary, operational, and reputational risks
Participate in new business development, including evaluating and accepting new fiduciary relationships and build the brand for TRB, particularly for trust and estate services
Provide guidance and mentorship to junior staff and support departmental initiatives
Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures
Must have excellent analysis, observation and decision-making skills
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community
Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed
Provide a strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects
Comply with federal and state regulations as well as all established Bank policies and procedures
Other duties as assigned
Qualification
Required
Bachelor's degree required
Minimum of 5 years of experience in trust administration, fiduciary services, or wealth management
Strong knowledge of fiduciary law, trust accounting, investments, and estate administration
Outstanding analytical skills with the ability to exercise independent judgment
Demonstrate ability to interact with senior management on a regular basis
Positive attitude, self-motivator, goal-oriented with the ability to foster strong relationships
Comfortable with technology, cloud-based services, workflow management, and digital solutions
Excellent communication, organizational, time-management and analytical skills
Must be willing and able to travel as needed for meetings with clients, centers of influence, and for continued education and training
Must be able to be physically present in the Bank to perform job duties
Preferred
advanced degree or professional designation (JD, CPRA, CTFA, ATFA or CFP) preferred
Company
Texas Regional Bank
Texas Regional Bank primarily provides personal and business banking solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$64.64M2023-10-11Series Unknown· $1.21M
2021-08-13Series Unknown· $0.5M
2021-07-12Debt Financing· $25M
Leadership Team
Michael Scaief
Chairman and CEO
Brad Freudenberg
Chief Technology Officer
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