Senior Trust Officer - Fiduciary & Client Relationships

Texas Capital Bank; Georgia; On-site; USD 110,000 - 170,000; Full time

Job summary

Texas Capital Bank seeks an experienced Trust Relationship Manager to lead fiduciary administration for assigned accounts, coordinating with beneficiaries, co-trustees, investment advisors, and legal teams.

You will exercise professional judgment to manage risk, interpret regulations, and collaborate with Trust RMs, Fiduciary Management, and Legal to serve beneficiaries while driving relationships with Private Bank partners.

Qualifications

• Minimum seven years' experience with a trust company or financial institution focusing on professional 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 communication skills, both verbal and written, to properly service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience.
• Strong ability to develop, cultivate and maintain client relationships with increased complexity.

Responsibilities

• Manage all aspects of fiduciary administration for assigned accounts including liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customers’ trusted advisors, and others.
• Exercise professional judgement when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies.
• Collaborate with Trust RMs, Fiduciary Management, and Legal to reach solutions in the best interest of the beneficiaries.
• Participate in Trust Administrative Committee meetings as a voting member.
• Ensure compliance with terms of governing documents, laws and regulations, and Texas Capital policies and procedures.
• Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
• Coordinate specialized fiduciary account opening/closing maintenance, money movement, and account maintenance.

Skills

Trust administration

Communication skills

Relationship management

Team collaboration

Regulatory compliance

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

Job description

Texas Capital Bank seeks an experienced Trust Relationship Manager to lead fiduciary administration for assigned accounts, coordinating with beneficiaries, co-trustees, investment advisors, and legal teams.

You will exercise professional judgment to manage risk, interpret regulations, and collaborate with Trust RMs, Fiduciary Management, and Legal to serve beneficiaries while driving relationships with Private Bank partners.