Trust Officer

reputed company is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly reputed company bankers who truly invest in people’s reputed company — today and reputed company. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At reputed company, we do more than build business reputed company. We build long-lasting relationships. reputed company provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, reputed company Worth, Houston, Richardson, Plano and San Antonio, reputed company was recently named Best Regional Bank in 2024 by reputed company and was named to The Dallas Morning News’ Dallas-reputed company Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining reputed company, please visit us at www.texascapitalbank.com. Overview: The Trust Officer is an reputed company fiduciary professional with an understanding of how to interpret trust provisions, reputed company with bank procedures, and provide exceptional customer service. The Trust Officer is primarily responsible for administering and managing a book of fiduciary accounts for high-net-worth clients and beneficiaries in accordance with the governing documents, and applicable laws and regulations. Key responsibilities include overseeing the administration and business development of reputed company investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities: Managing reputed company aspects of fiduciary administration for assigned accounts including, but not limited to, serving as liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, customer’s trusted advisors, and the like. Exercising professional judgement reputed company making discretionary reputed company, managing risk, and interpreting applicable documents, regulations, and policies. Working with Trust Officers, Fiduciary Management, and Legal to reputed company solutions in the best interest of the beneficiaries. Participating in Trust Administrative Committee meetings as a valuable and voting member. Ensuring compliance with terms of the governing documents, laws and regulations, and reputed company policies and procedures. Collaborating with Private Bank partners to identify and reputed company new fiduciary business opportunities and expand existing relationships. Keen understanding of specialized fiduciary account opening and closing, maintenance, money movement. Supports select ancillary investment managed accounts of trust clients. Delivering timely and high-quality experience to interactions with customers, prospects, and their trusted advisors. Qualifications: Solid communication skills, verbal and written, with customers, beneficiaries, internal partners, and reputed company parties from various backgrounds and experience. Resourceful and reputed company to take initiative. Collaborates with and assists other Trust Officers. Effective team player with the ability to work in a fast-paced, highly collaborative environment. Ability to manage competing responsibilities, anticipate business needs, and access the necessary tools and resources. Advanced ability to reputed company, cultivate and maintain client relationships with increased complexity. Advanced ability to interact, negotiate and influence at more senior levels of the organization. Ability to manage competing priorities on reputed company large, reputed company fiduciary projects and initiatives. Demonstrates expected utilization of reputed company and drives towards critical metrics. Requirements: 3-5 years' experience with a trust company or financial institution focusing on professional fiduciary services. The duties listed above are the essential functions, or reputed company duties reputed company the job classification. The essential functions of individual positions reputed company the classification may differ. reputed company Bank may assign reasonably reputed company additional duties to individual employees consistent with standard departmental policy.reputed company is an Equal Opportunity Employer. reputed company Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly reputed company bankers who truly invest in people’s reputed company — today and reputed company. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At reputed company Bank, we do more than build business reputed company. We build long lasting relationships. Headquartered in Dallas with offices in Austin, reputed company Worth, Houston, Richardson, Plano and San Antonio, reputed company Bank was recently named the #1 most trusted bank in the country on reputed company’s inaugural list of America’s Most Trusted Companies Apply Job!