Senior Trust Officer: Fiduciary Leader & Client Relations

Texas Regional Bank; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Texas Regional Bank in Houston's Memorial branch seeks a Senior Trust Officer to administer trust accounts for relationships across Texas. You will oversee fiduciary activities with accuracy and integrity.

The role requires 5+ years of trust administration, a four-year degree in Business/Accounting/Finance, and CTFA/ATFA certification preferred; you must be physically present at the bank to perform duties and collaborate with Wealth Management leadership.

Qualifications

• Four-year college degree in Business, Accounting, or Finance.
• 5+ years of Trust Administration experience.
• Outstanding analytical and independent judgment abilities.
• Excellent verbal and written communication skills.
• Strong organizational and interpersonal skills.
• CTFA or ATFA certification preferred.
• Must be physically present in the Bank to perform job duties.

Responsibilities

• Manage a portfolio of trusts, estates, IRAs and other fiduciary accounts in accordance with governing documents, applicable laws, regulations and company policies.
• Collaborate with Trust & Wealth Management leadership to enhance and streamline TRB Trust Division operations and contribute to strategic decision making.
• Serve as primary relationship manager for trust beneficiaries, grantors, attorneys, accountants, and other advisors.
• Support and collaborate with other trust officers in responding to client requests, preparing for meetings, and conducting research and analysis on accounts where the trust officer may not be the primary trust administrator.
• Exercise fiduciary discretion regarding distributions, investments, tax matters, and administrative decisions.
• Collaborate with external advisors, legal counsel, asset managers and other professionals as needed.
• Work with TRB Wealth Management advisors and associates to ensure thoughtful portfolio and asset management.
• Develop new business and build the TRB brand across regions.
• Stay updated on fiduciary landscape and be willing to continually learn and improve.

Skills

Analytical skills

Communication skills

Interpersonal skills

Organizational skills

Leadership

Education

Four-Year College Degree in Business/Accounting/Finance

CTFA or ATFA Certification preferred

Job description

Texas Regional Bank in Houston's Memorial branch seeks a Senior Trust Officer to administer trust accounts for relationships across Texas. You will oversee fiduciary activities with accuracy and integrity.

The role requires 5+ years of trust administration, a four-year degree in Business/Accounting/Finance, and CTFA/ATFA certification preferred; you must be physically present at the bank to perform duties and collaborate with Wealth Management leadership.