Position SummaryThe Senior Trust Officer will be an integral member of the TRB Trust team and will be based in the Memorial branch in Houston, TX. In this role, the Trust Officer will be responsible for administering trust accounts for relationships across the state of Texas.
Principal Duties and Responsibilities- Manage a portfolio of trusts, estates, IRAs and other fiduciary accounts in accordance with governing documents, applicable laws, regulations and company policies.
- Play a key role collaborating with Trust & Wealth Management leadership to enhance and streamline TRB Trust Division operations and contribute to strategic decision making.
- Serve as primary relationship manager for trust beneficiaries, grantors, attorneys, accountants, and other advisors.
- Expected to support and collaborate with other trust officers 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.
- Exercise appropriate fiduciary discretion regarding distributions, investments, tax matters, and administrative decisions.
- Collaborate with external advisors, legal counsel, asset managers and other professionals as needed.
- Must have working knowledge of financial and trust accounting principles that would allow the Senior Trust Officer to work collaboratively with TRB Wealth Management advisors and associates and other internal professionals to ensure thoughtful portfolio and asset management.
- Expected to be comfortable with prospective clients and help develop new business and build the brand for TRB across all regions.
- Stay updated on current developments within the fiduciary landscape and be willing to continually learn and improve.
Other Responsibilities- 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.
- Ability to remain composed in high pressure or stressful situations.
- Provide 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.
Qualifications, Education and Experience Requirements- Four-Year College Degree with emphasis in Business, Accounting, or Finance
- 5+ years of Trust Administration experience
- Outstanding analytical skills with the ability to exercise independent judgment
- Demonstrated ability to interact with senior management on a regular basis
- Exceptional verbal and written communication skills.
- Strong organizational skills
- CTFA or ATFA Certification preferred.
- Must be able to be physically present in the Bank to perform job duties.
