Senior Trust Officer: Fiduciary Strategy & Clients

Texas Capital; Austin (TX); Sur place; USD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

Health insurance

Wellness program

401K match

Paid time off

Paid holidays

Fertility and family building aids

Résumé du poste

Texas Capital Bank seeks an experienced Trust Relationship Manager to oversee fiduciary administration for assigned accounts. You will coordinate with beneficiaries, co-trustees, investment advisors, tax preparers, and Legal to protect beneficiaries' interests and ensure compliant execution of documents and policies.

In this role, you will collaborate with Private Bank partners to grow fiduciary business, manage regulatory requirements, and deliver high-quality client experiences while

Qualifications

• Experience in fiduciary services within a trust company or financial institution is required.
• Strong communication and relationship-building skills are essential.
• Ability to work in a fast-paced, collaborative environment with cross-functional teams.

Responsabilités

• Manage fiduciary administration for assigned accounts and coordinate with beneficiaries, co-trustees, investment advisors, tax preparers, and legal.
• Ensure compliance with governing documents, laws, regulations, and bank policies.
• Collaborate with Private Bank partners to identify fiduciary opportunities and expand relationships.
• Support opening/closing/account maintenance activities and money movement as needed.
• Deliver timely, high-quality client experiences and adhere to performance metrics using Salesforce.

Connaissances

Strong communication

Resourceful

Team player

Multi-tasking

Client relationship development

Negotiation & influence

Salesforce proficiency

Formation

Bachelor's degree in finance or related field

Outils

Salesforce

Description du poste

Texas Capital Bank seeks an experienced Trust Relationship Manager to oversee fiduciary administration for assigned accounts. You will coordinate with beneficiaries, co-trustees, investment advisors, tax preparers, and Legal to protect beneficiaries' interests and ensure compliant execution of documents and policies.

In this role, you will collaborate with Private Bank partners to grow fiduciary business, manage regulatory requirements, and deliver high-quality client experiences while