Trust & Wealth Client Relations Specialist II

NDBT (North Dallas Bank & Trust); Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

North Dallas Bank & Trust is seeking a Client Service Team support professional to assist with personal trusts and estates, employee benefits plans/IRAs, and investment management accounts. You will open new accounts, ensure documentation, and handle client inquiries with a focus on accuracy and exceptional service.

The role involves coordinating with RMs, providing sales support, and preparing discretionary distribution packets and tax-related information across account types.

Qualifications

• Bachelor’s degree from an accredited college or university; plus at least 3 years related experience in the financial services industry.
• 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.
• 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.

Responsibilities

• Develops and maintains close relationships with the clients of TWM and a thorough knowledge of account ownership and account types.
• 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.
• 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.
• Cross sells all Bank products and services; refers customers and prospects to the appropriate department.
• Other duties as assigned.

Skills

Customer service

Communication

MS Office

Data analysis

Report writing

Presentation

CRM systems

Travel

Education

Bachelor’s degree

Tools

CRM systems

Database software

Spreadsheet software

Word processing software

Job description

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

Responsibilities

• 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: Onsite - North Dallas on Preston Road at 635/LBJ Frwy

Join the NDBTeam!

We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting 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.