Salary Job Openings

Trust Operations Associate (Onsite)

Texas Regional Bank
Allen, TX Full Time
POSTED ON 4/3/2024
Position Summary
The Trust Operations Associate is responsible for providing operational support to the Trust Division.
Principal Duties and Responsibilities
  • Partner with Trust Administrators and broader Trust & Wealth Management Team to strengthen client relationships
  • Partner with team to uncover client needs and deliver solutions
  • Prepare documents and presentations
  • Schedule client meetings and manage Trust Administrators calendars
  • Create, gather, and organize documents for client meetings
  • Answer incoming correspondence via phone; mail and email
  • Greet clients and visitors that come into Division
  • Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion
  • Make entries into primary Trust systems.
  • Prepare applications; account pre-acceptance; account acceptance and related forms for signature
  • File\scan documents and work papers for accounts and committees as assigned
  • Gather information and prepare agenda and packet for Trust Administrative Committee; Trust Administrative Sub Committee; Trust Investment Committee and Trust Committee
  • Document procedures and process flows, and ensure they are kept accurate
Other Responsibilities
  • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
  • Comply with federal and state regulations as well as all established Bank policies and procedures.
  • Perform other duties as assigned.
Qualifications, Education and Experience Requirements
  • High School Diploma or equivalent required; college degree preferred
  • Microsoft Suite of applications proficiency
  • Knowledge of general office procedures (e.g., scanning, filing, correspondence, scheduling, expenses, calendar)
  • Knowledge of Life Insurance Policies considered a plus
  • Knowledge of Trust and Wealth Management terminology considered a plus
  • Ability to communicate with clients; vendors; CPA’s; attorneys and other professionals
  • Ability to work in a team based environment
  • Operational and/or Client service experience
  • Experience in Trust/Wealth Management/Legal environment preferred
  • Experience interfacing with outside vendors (i.e., Custodians, Life Insurance Companies/ Real Estate appraisers, etc.)
  • Effective interpersonal, communication and presentation skills
  • Excellent telephone etiquette
  • Ability to maintain confidentiality
  • Must have excellent analysis, observation and decision making skills.
  • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
  • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
  • Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
  • Must be able to be physically present in the Bank to perform job duties.
  • Texas Regional Bank is an Equal Opportunity Employer

Salary.com Estimation for Trust Operations Associate (Onsite) in Allen, TX
$37,046 to $50,552
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