Senior Client Relations & Trust Services Specialist

NDBT (North Dallas Bank & Trust); Dallas (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

North Dallas Bank & Trust is seeking a Client Service Associate to support the Client Service Team across personal trusts, employee benefits plans/IRAs, and investment management accounts. You will greet clients by name, open new accounts with proper documentation, and handle correspondence and file maintenance in accordance with bank policies.

You will respond to inquiries, provide timely resolutions, assist with discretionary distributions, tax information, and cross-sell bank products.

Qualifications

• Bachelor’s degree from an accredited college or university preferred, plus at least 3 years of related experience in the financial services industry; or equivalent combination of education and experience.
• Excellent verbal, written, and interpersonal communication skills.
• Superior customer service skills, extremely organized, and detailed-oriented with a high degree of accuracy.
• Proficient in Microsoft Office products, including Word, Excel, and Outlook.
• Ability to read, analyze, and interpret estate planning documents, general business periodicals, professional journals, or governmental regulations.
• Ability to write reports and business correspondence.

Responsibilities

• Develops and maintains close relationships with clients and knowledge of account ownership/types; greets customers by name and adheres to CST standards.
• Opens new accounts and ensures proper documentation per bank policies.
• Performs administrative duties: correspondence, file maintenance, distribution processing, and monitoring transactions.
• Responds to customer inquiries and service requests with prompt, accurate resolutions; refers complex issues to the account officer.
• Provides sales support for Business Development Officers.
• Prepares and sends discretionary distribution packets and tracks distributions for documentation and reporting.
• Distributes client communication regarding RMDs and tracks IRA & EB Plan distributions and RMD.
• Assist tax team with processing and distributing necessary tax information.
• Cross-sells all Bank products and services; refers customers to appropriate department.
• Assists with coordinating department events, activities and/or seminars.
• Lives the Bank's Mission and supports corporate strategy.

Skills

Customer service

Communication

Organization

Attention to detail

Education

Bachelor’s degree (preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Contact Management systems

Job description

North Dallas Bank & Trust is seeking a Client Service Associate to support the Client Service Team across personal trusts, employee benefits plans/IRAs, and investment management accounts. You will greet clients by name, open new accounts with proper documentation, and handle correspondence and file maintenance in accordance with bank policies.

You will respond to inquiries, provide timely resolutions, assist with discretionary distributions, tax information, and cross-sell bank products.