Trust & Wealth Relationship Manager

Overview

We are seeking an experienced Trust Officer to join our Texas based Regional Bank’s Trust Department. This role is ideal for a fiduciary professional who thrives in a relationship driven banking environment and understands the unique legal, regulatory, and cultural landscape of serving clients. The Trust Officer will administer a diverse portfolio of personal trust, estate, agency, and investment accounts while delivering the high touch service expected from a community focused regional institution.

Responsibilities

Fiduciary Account Administration

• Manage a portfolio of trust, estate, Employee Benefits/IRA, agency, and custody accounts in accordance with Texas trust law, bank policies, and fiduciary standards.
• Interpret wills, trust instruments, and court documents to ensure accurate execution of fiduciary duties.
• Conduct regular account reviews to ensure compliance, proper asset management, and alignment with client goals.
• Coordinate with internal operations, compliance, and investment teams to ensure seamless account administration.

Client & Community Relationship Management

• Serve as the primary point of contact for clients, beneficiaries, attorneys, CPAs, and wealth advisors across Texas markets.
• Build and maintain strong relationships rooted in trust, responsiveness, and local community engagement.
• Represent the bank at community events, estate‑planning councils, and professional associations to strengthen the bank’s regional presence.

Investment & Financial Oversight

• Partner with the bank’s investment management team to monitor portfolio performance and ensure adherence to investment policy statements.
• Oversee cash flow, distributions, tax considerations, and annual reporting requirements.
• Evaluate asset allocations and risk profiles to support prudent fiduciary decision‑making.

Regulatory & Risk Management

• Ensure compliance with Texas Property Code, federal regulations, and internal fiduciary policies.
• Identify and mitigate fiduciary risks through proactive oversight and documentation.
• Support internal audits, regulatory examinations, and ongoing governance processes.

Business Development & Cross‑Functional Collaboration

• Identify opportunities to expand existing client relationships and support new business referrals from bankers and wealth advisors.
• Collaborate with retail, commercial, and private banking teams to deliver integrated financial solutions.
• Participate in strategic initiatives to grow the Trust Department’s presence across Texas.

Qualifications

• Bachelor’s degree required; advanced degree or professional certification (CTFA, CFP, JD, CPA) strongly preferred.
• Minimum 5–7 years of trust administration or fiduciary services experience, ideally within a regional or community bank environment.
• Strong knowledge of Texas trust law, estate settlement practices, and fiduciary regulations.
• Excellent communication and relationship‑building skills, with the ability to work effectively with clients and professional partners.
• High level of integrity, discretion, and sound judgment.
• Proficiency with trust accounting systems and financial software. 

Core Competencies

• Fiduciary expertise and legal acumen
• Strong analytical and problem‑solving skills
• Relationship‑driven client service
• Attention to detail and organizational excellence
• Ability to navigate complex family dynamics
• Collaborative mindset within a regional bank structure

Location: North Dallas (Preston Rd & I-635/LBJ)

Join the NDBTeam!

We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of – consider applying today.

North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.