Senior Trust Relationship Manager | Wealth Growth & ESOP

NPAworldwide; Abilene (TX); On-site; USD 150,000 - 165,000; Full time

Job summary

NPAworldwide in Abilene, TX seeks a Trust Officer to develop new clients by building relationships with internal bank officers and Centers of Influence (CPAs, Attorneys, Businesses), and to manage a portfolio of personal trust and IA accounts.

You will meet beneficiaries to determine investment objectives and risk tolerance, collaborate with attorneys and CPAs, promote the bank’s wealth management services, and contribute to growth and client satisfaction.

Qualifications

• Must have new business development skills.
• 4–5 years of trust or fiduciary experience.
• Ability to build rapport.
• Ability to explain investments to co-workers and clients.
• Attention to detail.
• Bachelor's degree in accounting or finance required.

Responsibilities

• Develop new clients by building relationships with internal bank officers, Centers of Influence (CIOs) in the community (CPAs, Attorneys, Businesses), and current relationships.
• Meet with beneficiaries to determine investment objectives and risk tolerance.
• Manage around 150 to 200 personal trust and IA accounts; the median account size is $1.5MM. The focus is on customer satisfaction.
• Collaborate with the clients attorneys and CPAs.
• Promote FFTAM by participating in community and professional organizations.
• Participate in community and professional organizations to attract new business to the wealth management department.
• Act as a knowledge resource in the community.

Skills

New business development

Relationship building

Trust knowledge

Education

Bachelor's degree in accounting or finance

Job description

NPAworldwide in Abilene, TX seeks a Trust Officer to develop new clients by building relationships with internal bank officers and Centers of Influence (CPAs, Attorneys, Businesses), and to manage a portfolio of personal trust and IA accounts.

You will meet beneficiaries to determine investment objectives and risk tolerance, collaborate with attorneys and CPAs, promote the bank’s wealth management services, and contribute to growth and client satisfaction.