Senior Trust Officer — Trusted Advisor & Growth Leader

Rio Bank

San Antonio (TX)

On-site

USD 100,000 - 135,000

Full time

14 days+
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Benefits offered by this job

Paid Time Off
Paid Holidays
401(k) Plan
Health Insurance
Telehealth
HSA
FSA
Life Insurance
Career Development
Charity Match
Community Engagement

Job summary

Rio Bank is recruiting an experienced Senior Trust Officer to expand our Trust & Wealth Management presence across San Antonio and the Texas Hill Country. You will manage complex trust and estate relationships, act as a trusted advisor, and contribute to business development while mentoring junior staff.

The role emphasizes fiduciary leadership, broad client mentorship, and collaboration with attorneys, CPAs, and referral partners in a growing regional market.

Qualifications

  • Minimum 8 years of progressive responsibility in trust administration, fiduciary services, estate administration, or wealth management.
  • Experience administering complex fiduciary relationships.
  • Strong fiduciary, trust administration, relationship management, and communication expertise.
  • Knowledge of trust law, taxation, and wealth transfer strategies.

Responsibilities

  • Administer complex trust, estate, agency, and investment management relationships.
  • Serve as a trusted advisor to high-net-worth clients and families.
  • Build relationships with attorneys, CPAs, financial advisors, and referral partners.
  • Contribute to business growth throughout Central Texas.
  • Participate in Trust Committee discussions and fiduciary decision-making.
  • Mentor other Trust Officers and serve as a technical resource.

Skills

Fiduciary relations
Trust administration
Relationship management
Communication skills
Business development
Analytical thinking

Education

Bachelor's degree in Business, Finance, Accounting, Economics, Law, or related field
CTFA designation / JD / CPA / CFP credentials
Graduate Trust School or equivalent fiduciary training

Job description

Rio Bank is recruiting an experienced Senior Trust Officer to expand our Trust & Wealth Management presence across San Antonio and the Texas Hill Country. You will manage complex trust and estate relationships, act as a trusted advisor, and contribute to business development while mentoring junior staff.

The role emphasizes fiduciary leadership, broad client mentorship, and collaboration with attorneys, CPAs, and referral partners in a growing regional market.

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Equal Opportunity Employer