Regional Trust Manager

3 months ago


College Station, United States Prosperity Bank Full time

POSITION PURPOSE

Responsible for the overall management of trust services for the bank.

  ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Chair the Trust Committee and the Trust Administrative and Investments Committee.

• Maintain a current knowledge of trust and investment principles and regulations.

• Supervise all senior level trust positions, to include the Senior Operations Officer, Senior Investments Officer, Senior Real Estate Manager, Senior Compliance Officer and the Senior Trust

Branch Officers.

• Prepare and monitor the trust budget in coordination with the Senior Operations Officer, to include goal setting, vendor management and revenue/expense management.

• Keep executive management informed of trust activities, opportunities and risk issues, to include potential litigation issues.

• Review and revise as required the strategic plan for the trust services function.

• Assume responsibility for duties as required or assigned by executive management.

  Performance Measurements

• Meet or exceed annual budget goals

• Maintain superior regulatory rating

QUALIFICATIONS:

  EDUCATION/CERTIFICATION: Bachelor’s Degree (BBA) in accounting or finance. Law degree preferred.

EXPERIENCE REQUIRED: Minimum of 10 years trust experience. Prefer CTFA designation or equivalent. 

SKILLS/ABILITIES: Knowledge of Windows, and other office programs to include Microsoft Excel and Word. 

Superior written and verbal communication skills. 

Strong logic, reasoning and analytical skills.

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

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