Executive Search Consultants to the Financial Services Industry

Senior Trust Officer, Houston, TX

By on Jan 3, 2024 in |

Website BancSearch, Inc.

BancSearch, Inc.

Senior Trust Officer, Houston, TX

Join a great company with an exceptional reputation. Bank Director Magazine consistently recognizes our client as one of the top ten banks in the nation in their asset category, a testament to their consistent excellence over the past ten years. Our client has been a cornerstone for over 100 years, emphasizing stability and longevity. They offer a competitive compensation package that includes a 401(k) and an ESOP program. They are large enough to offer an array of products, providing big-bank services while maintaining the personal relationships and community focus that set them apart. If you are passionate about wealth management, we invite you to apply and explore this exciting opportunity.

As a Senior Trust Officer, you will:
• Manage a $200 million assets office with a relationship manager and assistant reporting to you. You will have P&L responsibility.

• Expand the wealth management department by actively participating in the professional community to attract new business. While no established goals exist, your initiative and expertise will drive growth.

• Additionally, you will collaborate closely with bank leadership and commercial bankers to bring in new accounts, contributing to the organization’s overall success.

• Enhance client relationships, deliver top-notch service, and understand their unique financial goals.

• Be a trusted advisor, offering expert guidance on investment management, agencies, IRAs, and traditional trusts.

As Senior Trust Officer, you will have:
• Ten years or more of proven experience in personal trust administration, showcasing a deep understanding of trust management principles and practices.

• Demonstrated solid new business skills, with a successful track record of attracting and acquiring new clients within the wealth management sector.

• Acted as a trusted advisor, offering expert guidance on investment management, agencies, IRAs, and traditional trusts.

• Proficiency in technical aspects related to trust administration by staying current with industry best practices

• Bachelors Degree

• Advanced degree or designation, i.e., CTFA, JD, etc.

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