Trust Officer

Category: 
Banking & Financial Services
Job Location: 
Austin, TX

Job Description

Trust Officer

Job Description: 

The Trust Officer is a senior-level account officer who is accountable for effectively and professionally administering assigned accounts (trust, foundation, investment management, life insurance trusts, individual retirement, qualified retirement plans and/or custody accounts), managing client relationships, engaging centers of influence, and supporting business development efforts for the Wealth Management Group. 
 

Key Accountabilities:
 

  1. Account Administration. Administer assigned book of accounts professionally and in accordance with the terms of the governing legal document, department policies and procedures, and state and federal regulations. Complete administrative and/or investment reviews in a timely manner. Appropriately document substantive decisions, actions, and communications via file memos and notes on the SEI system.
  1. Relationship Management. Maintain familiarity with each beneficiary’s or client’s situation and communicate regularly. Adhere to established CRM principles and service standards, and foster a loyal client base. Actively document calls, meetings, and other communications with beneficiaries and clients.
  1. New Business Development. Individually or in partnership with other Wealth Management team members, assist in the process of business development activities to secure new target Wealth Management relationships through an advice-based approach. Such activities include proactively working the assigned book of business to deepen relationships, seeking out referrals from Wealth Management colleagues, networking and meeting with centers of influence, preparing trust and estate reviews, presenting to groups and organizations, and participating in new business meetings. In addition, identify and pursue opportunities to expand client relationships with the Bank as a whole. Actively document new business opportunities and referral activity.
  1. Community Involvement. Be a visible and active representative of the Bank organization in the community, offering service and time to philanthropic organizations to build strong community ties.
  1. Professionalism. Exhibit professional behavior and promote positive and respectful working relationships among all members and levels of staff, adhering to the values of proactivity, urgency, integrity, accountability, and expertise. Apply the full extent of your capability to all projects, tasks, and assigned duties, and maintain regular and predictable attendance.
  1. Compliance. Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations. Report any suspicious customer and/or account activity. If applicable, ensure direct reports meet the above requirements and take action to address employee performance issues.
 

Job Requirements

Job Qualifications: 

  • Bachelor’s degree in Finance, Business Administration or similar background
  • 10+ years of experience in trust administration or estate/financial planning
  • General knowledge of banking and investment products/services
  • Strong client service orientation and skills
  • Superb oral and written communication skills
  • Demonstrated ability to manage client relationships and administer complex trust accounts
  • Demonstrated discretion, sound judgment and decision making skills
  • Demonstrated mediation and problem solving skills

Desired:

CFP, MBA, CPA or JD
Graduation from ABA Graduate Trust School or Cannon Trust School

 

Certified Trust & Financial Advisor (CTFA) designation or other relevant credentials
 

Base Pay $80,000.00 - $110,000.00 /Year

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260

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