Qualifications

• Minimum seven years' experience in trust company or financial institution, focusing on fiduciary services.
• Bachelor's degree in finance, accounting, real estate, commercial banking, or related field preferred.
• Formal credit training program or equivalent work experience.
• Strong verbal and written communication skills for diverse interactions.
• Resourceful and proactive in initiative-taking.
• Effective collaborator and team player in a fast-paced environment.
• Ability to manage competing responsibilities and anticipate business needs.
• Strong client relationship development and maintenance skills.
• Proficient in interacting and negotiating at senior levels of the organization.
• Demonstrates utilization of Salesforce and focuses on driving key metrics.

Responsibilities

• Manage all fiduciary administration for assigned accounts, liaising with beneficiaries, co-trustees, and advisors.
• Exercise professional judgment in discretionary decision-making and risk management.
• Participate as a valuable voting member in Trust Administrative Committee meetings.
• Ensure compliance with governing documents, laws, and Texas Capital policies.
• Collaborate with Private Bank partners to identify and develop fiduciary business opportunities.
• Oversee specialized fiduciary account opening, closing, and maintenance, including money movement.
• Provide a timely and high-quality experience for customers, prospects, and their advisors.