1 Trust Officer (Onsite) Job in Allen, TX
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Texas Regional Bank is Hiring a Trust Officer (Onsite) Near Allen, TX
Principal Duties and Responsibilities
- Oversee a book of business directly, comprised of accounts where Texas Regional Bank serves as trustee or in another fiduciary capacity as well as Individual Retirement Accounts, custodial, agency type accounts
- Maintain an up-to-date knowledge on current developments within the fiduciary landscape and be willing to continuously learn and improve
- Support fellow colleagues’ in responding to client requests, preparing for meetings, and conducting research and analysis on accounts where the Associate Trust Officer may not be the primary trust administrator
- Reviews legal documentation for prospective and current clients to ensure accuracy and acceptability
- Adheres to, and ensures colleagues’ compliance with regulations and governing legislation, and to all internal procedures and policies.
- Cultivates relationships with attorneys, accountants, insurance agents and other professionals to promote Trust division within our community
- Must have a working knowledge of financial and accounting principles that would allow this person to work collaboratively with TRB Wealth Management advisors and associates and other internal professionals to ensure thoughtful portfolio and asset management
- Must be able to be physically present in the Bank to perform job duties.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- 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.
- Four-Year College Degree with emphasis in Accounting or Finance
- At least 1 year of experience in financial services, including banking, wealth management or trust
- Outstanding analytical skills with the ability to exercise independent judgment
- Demonstrate ability to interact with senior management on a regular basis
- Comfortable with technology, cloud-based services, workflow management, and digital solutions
- Exceptional verbal and written communication skills.
- Strong organizational and time-management skills
- Must be willing to work towards attainment of Certified Trust and Fiduciary Advisor (CTFA) designation
- 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.
- Texas Regional Bank is an Equal Opportunity Employer
Job Summary
Full Time
Banking
$51k-66k (estimate)
12/09/2023
04/30/2024
texasregionalbank.com
HARLINGEN, TX
100 - 200
2010
PAUL S MOXLEY
$10M - $50M
Banking
Related Companies
The job skills required for Trust Officer (Onsite) include Accounting, Wealth Management, Financial Services, Leadership, Written Communication, Analysis, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Officer (Onsite). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Officer (Onsite). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Officer (Onsite) positions, which can be used as a reference in future career path planning. As a Trust Officer (Onsite), it can be promoted into senior positions as a Trust Officer II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Officer (Onsite). You can explore the career advancement for a Trust Officer (Onsite) below and select your interested title to get hiring information.
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