Lead Trust Services Officer

2 weeks ago


Phoenix, Arizona, United States Bank of Texas Full time

Exciting Opportunity for a Senior Trust Officer

Are you driven by innovation, collaboration, and professional growth? We invite you to explore a rewarding position within our organization.

Position Overview

The Senior Trust Officer is responsible for overseeing personal trust, custody, investment agency, and IRA accounts, ensuring compliance with relevant governing documents, state and federal regulations, and fiduciary responsibilities.

Key Responsibilities:

  • Administering accounts in accordance with applicable laws and organizational policies
  • Managing intricate client relationships with professionalism
  • Creating and implementing internal marketing strategies
  • Collaborating with various departments to enhance service delivery
  • Ensuring adherence to corporate risk management and compliance standards
  • Monitoring account performance and client interactions
  • Maintaining up-to-date knowledge of tax regulations and fiduciary law
  • Serving as a subject matter expert in trust administration
  • Keeping leadership informed about client issues and concerns

Qualifications:

A Bachelor's Degree in business or a related discipline, coupled with 6-8 years of pertinent experience or an equivalent combination of education and experience. Proficiency in managing client accounts, familiarity with trust document provisions, tax legislation, investment strategies, and strong analytical and communication skills are essential.

About Bank of Texas:

Bank of Texas is committed to providing exceptional training and development opportunities for our employees, fostering long-term career growth. Join us in making a significant impact on the success of our clients and the organization with your expertise and dedication.


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