Trust Officer

Texas Capital 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 experienced bankers who truly invest in people?s success ? today and tomorrow. ? 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 Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital 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, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News? Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate?s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Overview: The Trust Officer is an experienced fiduciary professional with an understanding of how to interpret trust provisions, comply 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 complex 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 all 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 when making discretionary decisions, managing risk, and interpreting applicable documents, regulations, and policies. Working with Trust Officers, Fiduciary Management, and Legal to reach 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 Texas Capital policies and procedures. Collaborating with Private Bank partners to identify and develop 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 third parties from various backgrounds and experience. Resourceful and able 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 develop, 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 concurrent large, complex fiduciary projects and initiatives. Demonstrates expected utilization of Salesforce 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 fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer. Texas Capital 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 experienced bankers who truly invest in people?s success ? today and tomorrow. 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 Texas Capital Bank, we do more than build business success. We build long lasting relationships. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek?s inaugural list of America?s Most Trusted Companies

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