Senior Trust Officer — Fiduciary Services & Relationships

Texas Capital; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K retirement match

Paid time off

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking an experienced Trust Relationship Manager to supervise fiduciary administration for assigned accounts, coordinating with beneficiaries, co-trustees, and investment advisors. The role emphasizes prudent risk management and adherence to regulatory standards.

You will collaborate with Private Bank partners to grow fiduciary business, manage complex accounts, and ensure excellent client service.

Qualifications

• Minimum seven years' experience with a trust company or financial institution focusing on professional fiduciary services.
• Bachelor’s degree preferred in finance, accounting, real estate, commercial banking or related field.
• Formal Credit training program or equivalent work experience.
• Strong communication skills to service our customers, beneficiaries, internal partners, and third parties from various backgrounds and experience.
• Resourceful and able to take initiative.
• Collaborates with and assists other Trust Relationship Managers. Effective team player with the ability to work in a fast-paced, highly collaborative environment.
• Demonstrates expected utilization of Salesforce and drives towards critical metrics.

Responsibilities

• Managing all aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer’s trusted advisors, and the like.
• Exercising professional judgement when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies. Working with Trust RMs, Fiduciary Management, and Legal to reach solution on the best interest of the beneficiaries.
• Participating in Trust Administrative Committee meetings as a valuable and voting member.
• Ensuring compliance with terms of the governing documents, laws and regulations, and Texas Capital policies and procedures.
• Collaborating with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
• Keen understanding specialized fiduciary account opening and closing maintenance, money movement, supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
• Delivering timely and high-quality experience to interactions with customers, prospects, and their trusted advisors.

Skills

Strong communication skills

Team player

Ability to manage competing responsibl

Negotiation and influencing at senior‑

Education

Bachelor’s degree in finance, accounting, real estate, commercial banking or related field

Tools

Salesforce

Job description

Texas Capital Bank is seeking an experienced Trust Relationship Manager to supervise fiduciary administration for assigned accounts, coordinating with beneficiaries, co-trustees, and investment advisors. The role emphasizes prudent risk management and adherence to regulatory standards.

You will collaborate with Private Bank partners to grow fiduciary business, manage complex accounts, and ensure excellent client service.