Senior Trust Officer: Grow Wealth, Lead Relationships

The Agency; Waco (TX); In loco; USD 80.000 - 120.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Trust administration experience

Business development skills

Client relationship management

Fiduciary principles

Communication skills

Formazione

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

Descrizione del lavoro

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.