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Trust Officer

3 months ago

Houston, United States PROSPERITY BANK Full time

**A pre-employment credit check will be run on all qualified applicants.**

Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities.

**Essential Functions and Basic Duties**:

- Communicate with grantors and beneficiaries on a regular basis in order to develop and maintain positive relationships.
- Review account balance sheets and consult with trust investment officer regularly to monitor account holdings.
- Review daily activity in accounts to insure accuracy and monitor cash balances in order to provide for liquidity needs.
- Attend Trust Committee meetings.
- Prospect and develop new business opportunities with both existing and new clients.
- Build and maintain professional relationships with bank officers and legal and accounting professionals.
- Project and maintain the bank’s professional image.
- Maintain a current knowledge of trust and investment laws and regulations.
- Assume responsibility for related duties as required and assigned.
- Keep management aware of activities, opportunities and problems

**Qualifications**:
**Education/Certification**:Bachelors Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field.

**Required Knowledge**:Windows XP, Microsoft Excel and Word. Superior written, verbal and communication skills. Strong logic, reasoning, and analytical skills.

**Skills/Abilities**:Advanced organizational and interpersonal skills required. Attention to detail with high degree of accuracy at all times. Complete confidentiality required. Highest degree of ethical standards required.

**Experience Required**:Minimum of three to five years trust or related experience.

Hours: Monday - Friday 8:00 AM - 5:00 PM.

40 hours per week.