Senior Wealth Management & Trust Advisor

VeraBank; Temple (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

VeraBank Wealth Management Services seeks an experienced professional to grow and protect client relationships, delivering high-quality service and technical expertise in accordance with regulations. The role focuses on cross-selling trust and investment services, expanding fee-based income, and ensuring documentation compliance.

Strong communication, leadership, and business development skills are essential.

Qualifications

• Bachelor’s degree in business or equivalent financial services expertise.
• Six years’ experience in wealth management or comparable experience.
• Comprehensive knowledge of trust/fiduciary rules and regulations.
• Excellent oral and written communication skills.
• Demonstrated experience in quality decision-making skills.
• Excellent customer service skills.
• Leadership and coaching skills.
• Proven business development success.

Responsibilities

• Administers and monitors a portfolio of account relationships in accordance with governing documentation and bank policies.
• Communicates with customers proactively and responds to inquiries or transactions promptly.
• Expands client relationships by recommending additional services to increase fee-based income.
• Ensures completeness and compliance of underlying documentation to protect bank and customer interests.
• Initiates and maintains contacts for developing and closing new trust and investment management business.
• Cultivates relationships with sources of new business, including attorneys, accountants, life underwriters, and others.
• Maintains high employee morale and assists with staff training and career development.
• All other duties as assigned.

Skills

Customer service

Communication

Leadership

Business development

Decision making

Coaching

Teamwork

Education

Bachelor’s degree in business or equivalent financial services expertise

Job description

VeraBank Wealth Management Services seeks an experienced professional to grow and protect client relationships, delivering high-quality service and technical expertise in accordance with regulations. The role focuses on cross-selling trust and investment services, expanding fee-based income, and ensuring documentation compliance.

Strong communication, leadership, and business development skills are essential.