Trust & Estate Advisor

City Bank; El Paso (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

City Bank is seeking a Trust Officer in El Paso to lead management and administration of trust, estate probate, and investment accounts. The role supports a diverse client base and requires broad fiduciary knowledge across account types, while participating in a Trust Administrative and Investment committee as needed.

The position emphasizes adherence to procedures, client meetings, and effective communication in a professional bank setting, with opportunities for growth within fiduciary

Qualifications

• Experience managing trust, estate probate, and investment accounts.
• Broad knowledge of fiduciary requirements for all account types.
• Ability to work with a diversified set of clientele.

Responsibilities

• Adherence to policy and procedures.
• Attraction, development, and retention of new and existing business.
• Day to day administrative duties of administering a trust account, bill paying, etc.
• Monitor investment portfolio.
• Monitor cash flow.
• Monitor discretionary distributions.
• Allocating principal and income funds for the client.
• Host client meetings.
• Make customer contacts.
• Represent the bank to customers and referral partners professionally and promptly.
• Provide attention to detail and clear communication.
• Maintain a clean, neat, and professional work area.
• Participate in training sessions as required by supervisor.

Skills

Client relationship management

Fiduciary compliance

Estate planning basics

Education

Bachelor’s degree in Finance/Accounting/Law

Tools

Trust administration software

Job description

City Bank is seeking a Trust Officer in El Paso to lead management and administration of trust, estate probate, and investment accounts. The role supports a diverse client base and requires broad fiduciary knowledge across account types, while participating in a Trust Administrative and Investment committee as needed.

The position emphasizes adherence to procedures, client meetings, and effective communication in a professional bank setting, with opportunities for growth within fiduciary