Trust Officer (Full Time) - Tyler, South Broadway

Prosperity Bank•Tyler, TX

About The Position

The Trust Officer is responsible for administering trust and investment agency accounts and identifying and developing new business opportunities. The role involves maintaining regular communication with grantors, beneficiaries, co-trustees, and principals; monitoring account holdings, daily activity, cash balances, and liquidity; and managing accounts in accordance with trust department policies and procedures. The Trust Officer also responds to client issues and distribution requests, prepares recommendations concerning discretionary trustee powers, and participates in client meetings and Trust Committee meetings. The position builds professional relationships with bank officers and legal and accounting professionals, maintains knowledge of trust and investment laws and regulations, and protects the bank’s professional image. This role has no supervisory responsibilities. The stated schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., for 40 hours per week.

Requirements

Bachelor’s degree (B.B.A.) in Accounting or Finance, a law degree, or equivalent on-the-job training and experience in a relevant field.
Minimum of three to five years of trust or related experience.
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.
Advanced organizational and interpersonal skills.
Attention to detail and a high degree of accuracy.
Complete confidentiality and the highest degree of ethical standards.

Responsibilities

Communicate regularly with grantors, beneficiaries, co-trustees, and principals to develop and maintain positive relationships and explain administrative procedures.
Review account balance sheets and consult regularly with the trust investment officer to monitor account holdings.
Review daily account activity for accuracy and monitor cash balances to provide for liquidity needs.
Attend Trust Committee meetings.
Prospect and develop new business opportunities with 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 current knowledge of trust and investment laws and regulations.
Assume related duties as required and assigned.
Keep management informed of activities, opportunities, and problems.
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings.
Respond to beneficiary requests for discretionary distributions; prepare memoranda supporting recommendations about the Bank’s exercise of discretionary trustee powers and confer with any co-trustee for approval.
Handle ongoing day-to-day account administration and proactively manage the account base in accordance with trust department policies and procedures to identify risks and minimize or avoid service and operational issues.