Trust Wealth Client Relations Specialist II

NDBT; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

North Dallas Bank & Trust Co. is seeking a Client Service Support role to assist the CST in handling personal trusts, employee benefits plans, IRAs, and investment accounts. The role emphasizes client relationship management, accurate documentation, and timely responses to inquiries.

Responsibilities include opening new accounts, coordinating with RMs, preparing distribution packets, and supporting the tax team with information. Strong MS Office skills and travel between branches are required.

Qualifications

• Bachelor’s degree from an accredited college or university preferred, plus at least 3 years of related experience in the financial services industry; or equivalent combination of education and experience.
• Excellent verbal, written, and interpersonal communication skills.
• Superior customer service skills, extremely organized, and detailed-oriented with a high degree of accuracy.
• Proficient in Microsoft Office products, including Word, Excel, and Outlook.
• Ability to read, analyze, and interpret estate planning documents and regulations.
• Some travel between branches may be required.

Responsibilities

• Develops and maintains close relationships with clients and understands account ownership and types.
• Opens new accounts and ensures proper documentation adhering to policies.
• Performs administrative duties including correspondence, file maintenance, and monitoring activity.
• Responds to customer inquiries with prompt and accurate resolution; refer complex issues to the account officer.
• Provides sales support for Business Development Officers.
• Prepares and sends discretionary distribution packets and tracks distributions.
• Distributes client communication regarding RMDs and IRA distributions.
• Assists the tax team with processing and distributing necessary tax information.
• Cross sells bank products and services; refers customers to appropriate department.
• Ensures CST delivers outstanding service levels and supports department events.

Skills

Customer service

Communication

Microsoft Office

Relationship building

Account servicing

Education

Bachelor’s degree preferred

Tools

CRM systems

Database software

Excel/Word/Outlook

Job description

Overview

Provide support to the Client Service Team in all areas including personal trusts and estates, employee benefits plans/IRAs, and investment management accounts.

Responsibilities

Must have the ability to actively and quickly determine client needs and execute general service duties including but not limited to:

• Develops and maintains close relationships with the clients of TWM and a thorough knowledge of account ownership and account types. Actively participates in greeting customers by name, and adherence to customer service standards as outlined by North Dallas Bank & Trust Co.
• Opens new accounts and ensures proper account documentation has been obtained adhering to Bank policies and procedures.
• Performs administrative duties which may include: handling various types of written and verbal correspondence with clients, file maintenance and documentation, distribution processing, and monitoring transaction activity.
• Performs tasks assigned by RMs and prioritizes and manages those tasks based on deadlines.
• Responds to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner; referring complex issues to the account officer.
• Provides sales support for Business Development Officers.
• Prepares and sends out annual discretionary distribution packets to clients and tracks discretionary distributions for account documentation and Trust Committee reporting.
• Distributes client communication regarding RMDs and tracks IRA & E.B Plan distributions and RMD.
• Assist tax team with processing and distributing necessary tax information related to all account types handled by TWM.
• Exceeds customer expectations and ensures CST delivers outstanding service levels with every customer interaction.
• Assist Client Service Team with preparation of account reviews and Letters of Understanding.
• Establishes and maintains relationships with the Client Service Team. Informing the CST Team Leader of any circumstances that requires supervisory attention/review/approval per compliance guidelines and policies.
• Assists with coordinating department events, activities and/or seminars.
• Lives the Bank's Mission Statement and supports the Bank's Corporate Strategy.
• Provides a customer experience, as defined by North Dallas Bank & Trust Co., that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from other financial institutions in the market place.
• Cross sells all Bank products and services; refers customers and prospects to the appropriate department.
• Other duties as assigned.

Qualifications

• Bachelor’s degree from an accredited college or university preferred, plus at least 3 years of related experience in the financial services industry; or equivalent combination of education and experience.
• Excellent verbal, written, and interpersonal communication skills.
• Superior customer service skills, extremely organized, and detailed-oriented with a high degree of accuracy.
• Proficient in Microsoft Office products, including Word, Excel, and Outlook.
• Ability to read, analyze, and interpret estate planning documents, general business periodicals, professional journals, or governmental regulations.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages. Ability to apply concepts of basic algebra.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• To perform this job successfully, an individual should have knowledge of Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software.
• Some travel between branches may be required.

Location: North Dallas on Preston Road at 635/LBJ Frwy

About NDBT:

We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness.

North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.