girl looking into her desktop
Back to search results

Trust Officer II

Dallas, Texas

Job Description:

Trust Officers focus on serving the trust and fiduciary needs of affluent clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives:  Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and Assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused with requisite sales goals, primarily focused on cross penetration. The Trust Officer will leverage support teams on client servicing needs while being the primary point of contact to the client. This role will have higher gearing (approximately 300-350 core client accounts).

Requirements:

* 3-5 years of Trust specific work experience, with proven success, in personal trust role is required.

* Solid understanding of Trust Product capabilities and enthusiastic about opportunities to serve the Trust needs of clients

* Excellent communication and written skills

* Demonstrated ability to communicate complex issues in a clear, understandable manner

* Demonstrated accuracy and completeness in all tasks, and follows up as appropriate.

* Excellent organizational, prioritization and time management skills, detail oriented, with good follow-up skills

* Able to develop trust, rapport and respect with clients and team members

* Develop strong interpersonal alliance and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives.

* Computer literate with preferred capabilities to run sophisticated trust and estate software for prospect/client consulting and preparing presentation tools for prospect/client meetings.

* BS/BA degree strongly preferred.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Trust Officers focus on serving the trust and fiduciary needs of affluent clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives:  Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and Assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused with requisite sales goals, primarily focused on cross penetration. The Trust Officer will leverage support teams on client servicing needs while being the primary point of contact to the client. This role will have higher gearing (approximately 300-350 core client accounts).

Requirements:

* 3-5 years of Trust specific work experience, with proven success, in personal trust role is required.

* Solid understanding of Trust Product capabilities and enthusiastic about opportunities to serve the Trust needs of clients

* Excellent communication and written skills

* Demonstrated ability to communicate complex issues in a clear, understandable manner

* Demonstrated accuracy and completeness in all tasks, and follows up as appropriate.

* Excellent organizational, prioritization and time management skills, detail oriented, with good follow-up skills

* Able to develop trust, rapport and respect with clients and team members

* Develop strong interpersonal alliance and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives.

* Computer literate with preferred capabilities to run sophisticated trust and estate software for prospect/client consulting and preparing presentation tools for prospect/client meetings.

* BS/BA degree strongly preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21048334

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202