Trust Officer

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

 A great opportunity for a Trust Officer in a nationally chartered, full service trust company.  Our client has a team of trust and investment professionals well versed in the issues associated with family wealth.  Their goal is to provide the highest quality services in order to preserve and enhance the financial well-being of their clients. 

Responsibilities include:

Deliver comprehensive wealth management solutions to clients
Responsible for building new client relationships by generating new business opportunities
Administer current trust accounts  
Act as personal representative of an estate, trustee under will or trust agreement
Work with centers of influence to cultivate new business
Provide on going counsel to customers, always going the extra mile to make sure their experience is the best it possibly can be
Represent the bank in community events

Our client provides:

Strong compensation package
Work environment that is team oriented and a true community bank atmosphere
Trust resources to ensure all client needs are met and the Trust Officer has access to every resource
Complete dedication to the market and their employees

Qualifications:

10 years trust experience
CTFA or JD desirable, but not required.
Strong background in trust and advisory services
Proven relationship management skills

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

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