VP, Trust Officer, Abilene, TX

Join a reputable company with abundant opportunities for career growth. Our client is a well-established organization that offers a chance to work alongside experienced trust officers to help you advance in your career.

Abilene is home to three universities. It is the commercial, retail, medical, and transportation for a 19-county area known as the “Texas Midwest.” Though the MSA is 170,000, the community still has a hometown feel.

Duties:
As VP, Trust Officer, your will responsibilities include:
● Managing relationships with high-profile clients
● Handling accounts exceeding $1 million AUM
● Managing revocable, irrevocable, IRAs, and investment management accounts
● Overseeing estate administration and settlement
● Generating sales by engaging with the community
● Reviewing investments with customers.

Qualifications:
As VP, Trust Officer, your experience will include the following:
● A minimum of five years of trust relationship management experience
● In-depth knowledge of trust documents and administration
● Knowledge and understanding of investments.
● Developing strong customer relationships
● Communicating complex ideas to customers
● Bachelor’s degree required. CTFA designation preferred.

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