Trust & Wealth Management Advisor

VeraBank • Round Rock, TX

10d

About The Position

The Trust & Wealth Management Advisor contributes to the growth and profitability of VeraBank Wealth Management Services by providing excellent customer service and technical expertise to internal and external clients, consistent with governing documents, client direction, internal policies and procedures, and external regulations. The position also promotes VeraBank Wealth Management Services to develop new business.

The advisor administers a portfolio of trust and wealth management accounts, responds promptly and accurately to client needs, and expands relationships by recommending additional wealth services and cross-selling bank products. The role ensures relationship documentation is complete and compliant, develops referral and prospect relationships, and markets the bank’s wealth management services. It also supports employee morale, training, performance appraisals, and career development for subordinate staff.

Requirements

• Bachelor’s degree in business or equivalent financial services expertise.
• Six years’ experience in wealth management or comparable experience.
• Comprehensive knowledge of trust and fiduciary rules and regulations.
• Excellent oral and written communication skills.
• Demonstrated quality decision-making skills.
• Excellent customer service skills.
• Leadership and coaching skills.
• Proven business development success.

Nice To Haves

• CPA, MBA, CTFA, CFP©, CFA, or JD.
• Experience in mineral, real estate, and estate administration or management.
• Familiarity with the bank’s trust accounting system.
• Analytical and problem-solving skills.
• Ability to work independently and as part of a team, with excellent time management skills.
• Knowledge of personal computers and related word-processing and spreadsheet software.
• Detail-oriented approach.
• Knowledge of various banking departments.
• Management skills, including organizing, planning, delegating, and interpersonal skills.

Responsibilities

• Administer and monitor a portfolio of account relationships in accordance with controlling documentation, customer direction, bank policies, and external regulations.
• Communicate and meet proactively with customers, responding to inquiries and transaction requests accurately and in a timely manner.
• Expand client relationships by recommending additional services and cross-selling bank products.
• Ensure new and existing relationship documentation is complete and compliant.
• Develop and maintain contacts and referral relationships to generate and close trust and investment management business.
• Meet with prospects to market VeraBank Wealth Management Services, encourage estate and financial planning, and build relationships.
• Help maintain employee morale to support retention and customer service satisfaction.
• Assist with staff training, performance appraisals, and career development for subordinate personnel.
• Perform other duties as assigned.

What This Job Offers

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