Trust Officer (Full Time) - Lubbock, Ave. Q

Prosperity Bank • Lubbock, TX

7d

About The Position

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

Requirements

• Bachelor’s Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field.
• Knowledge of Windows XP and other Office programs including Microsoft Excel and Word.
• Superior written and verbal communication skills.
• Strong logic, reasoning, and analytical skills.
• Minimum of three to five years trust or related experience.
• Advanced organizational and interpersonal skills required.
• Attention to detail with high degree of accuracy always.
• Complete confidentiality required.
• Highest degree of ethical standards required.

Responsibilities

• Communicate with grantors, beneficiaries, co-trustees, and principals on a regular basis to develop and maintain positive relationships and outline administrative procedures.
• Review account balance sheets and consult with trust investment officer regularly to monitor account holdings.
• Review daily activity in accounts to ensure accuracy and monitor cash balances 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.
• Respond to client issues, anticipate client needs, and prepare for and participate in client meetings.
• Respond to requests from beneficiaries for discretionary distributions.
• Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee.
• Confer with co-trustee (if any) to obtain his/her approval.
• Handle ongoing day to day administration of accounts.
• Proactively manage account base in accordance with trust department policies and procedures to identify risks and minimize or avoid service and operational issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level