Senior Trust Officer

The Agency; Waco (TX); Vor Ort; USD 80.000 - 120.000; Vollzeit

Zusammenfassung

The Agency in Waco, TX is looking for an experienced Trust Officer to enhance its wealth management and trust services. The successful candidate will administer trust accounts and foster client relationships, ideally bringing an existing book of business.

This role emphasizes local market presence and community involvement, making it perfect for a relationship-driven professional. The organization offers a collaborative environment for long-term career growth in a respected bank.

Qualifikationen

• 8+ years of experience in trust administration or wealth management.
• Demonstrated ability to develop and maintain client relationships.
• Experience working with trusts, estates, and fiduciary accounts.

Aufgaben

• Administer a variety of trust accounts, including personal trusts and estates.
• Serve as the primary relationship manager for trust and wealth clients.
• Develop new business through centers of influence and community involvement.

Kenntnisse

Trust administration experience

Business development skills

Client relationship management

Fiduciary principles

Communication skills

Ausbildung

Bachelor’s degree in Finance, Business, or related field

Jobbeschreibung

Location: Waco, TX (Relocation Optional)

A well-established, community-focused bank is seeking an experienced Trust Officer to support the growth and development of its wealth management and trust services division. Known for its relationship-driven culture, personalized service model, and strong ties to the local community, this institution is committed to delivering high-quality fiduciary and advisory solutions to individuals and families.

The Trust Officer will serve as a key point of contact for clients, overseeing trust administration, developing new business relationships, and helping expand the bank’s presence in the local market and surrounding areas. This role is ideal for a professional with an existing network and the ability to transition client relationships or a book of business over time.

Key Responsibilities

• Administer a variety of trust accounts, including personal trusts, estates, and agency accounts
• Serve as the primary relationship manager for trust and wealth clients
• Develop new business through centers of influence, referrals, and community involvement
• Transition and grow an existing book of business where applicable (Over Time)
• Partner with clients, attorneys, CPAs, and internal teams to deliver comprehensive fiduciary solutions
• Ensure all accounts are administered in accordance with governing documents, fiduciary standards, and regulatory requirements
• Review and interpret trust documents, wills, and related legal materials
• Monitor account performance, distributions, and client objectives
• Identify opportunities to cross-sell investment management, deposit, and lending services
• Actively participate in community and business development activities

Required Qualifications

• 8+ years of experience in trust administration or wealth management
• Demonstrated ability to develop and maintain client relationships
• Experience working with trusts, estates, and fiduciary accounts
• Strong understanding of fiduciary principles, compliance, and regulations
• Proven business development skills; ability to bring or transition client relationships preferred
• Established local network within the greater Central Texas market preferred
• Excellent communication, interpersonal, and organizational skills
• Bachelor’s degree in Finance, Business, or related field preferred
• CTFA or similar professional designation is a plus

Why This Opportunity

This is an excellent opportunity for a relationship-driven Trust Officer seeking a long-term role with a respected bank that values local market presence, client service, and professional autonomy. The organization offers a collaborative environment and the ability to make a meaningful impact in a growing market.

For immediate consideration, please contact Nate Algood directly.

About The Agency Recruiting

The Agency Recruiting is a specialized search firm connecting high-performing talent with growth-oriented organizations nationwide. Through strategic and confidential partnerships, we help companies secure leadership and professional talent that drives long-term success.

Equal Employment Opportunity Statement

The Agency Recruiting is an Equal Opportunity Employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable law.