Wealth Management & Trust Officer II

Southside Bank • Fort Worth, TX

12h • Onsite

About The Position

This position serves as a trusted advisor to our affluent clients and provides comprehensive guidance to clients regarding risk management, tax, estate planning, investment, and banking needs. Performs complex client service duties while ensuring a high level of efficiency. Serves as subject matter expert on Wealth Management & Trust related services. Maintains the integrity of Southside values, policies and procedures.

Requirements

• Bachelor’s degree, preferably in Finance, Accounting and/or Business-related field.
• 4 to 6 years of experience in a wealth management and/or trust advising role required.
• WM&T professional designation(s) relevant to job duties required (i.e., CPA, CFP, or comparable designation).
• Strong interpersonal, written and verbal skills
• Exceptional organizational, analytical and critical thinking capabilities
• Strong project management skills
• Strong Microsoft Office skills
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to write information and respond to questions from groups of managers, clients, customers, and the public.
• Ability to define problems: collect data, establish facts and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Handle multiple tasks simultaneously.

Responsibilities

• Manages a book of business to include all account types, including but not limited to investment management accounts, IRAs, trusts, and estates.
• Manages client relationships as a relationship officer in conjunction with the Wealth Management & Trust Officers, providing exceptional service to clients and outside professional advisor partners.
• Addresses financial/advanced planning needs of clients and prospective clients with expert knowledge and insight.
• Coordinates internal and external resources for client meetings and prospective client meetings, including special events.
• Collaborates on potential new business opportunities.
• Manages and implements special projects as required.
• Functions effectively as a team player with all facets of the organization and outside partners.
• Utilizes internal technology (software applications) to maximum advantage in the performance of duties.
• Ensures all Southside policies and procedures are followed in the performance of duties.
• Assigns work duties to team members.
• Maintains positive relationships and promotes efficiency among a group of workers.
• Plans and supervises the activities of others.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations.
• Manages client communication – electronic, online and paper.
• Coordinates resources and materials for client problem resolution.
• Provides leadership to others through example and sharing of knowledge/skill.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

Benefits

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees