Trust Clerk jobs in San Antonio, TX

JOB FUNCTION:  

The Trust Officer’s primary responsibility will be to perform service and fulfillment activities and meet fiduciary responsibilities and client needs and expectations for Jefferson Bank Trust customers. Trust Officer will also focus on serving the trust and fiduciary needs of clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. 

DUTIES & RESPONSIBILITIES:

MINIMUM QUALIFICATIONS:

Work Experience 

Supervisory Experience  

Position includes Driving  

Education/Skills/Experience

• Personal computer with proficiency using Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, tax and other industry related software.
• Must be able to use PC, Keyboard, telephone, copier, scanner, fax and other electronic devices

Competency Requirements

• Strong interpersonal and presentation skills 
• Excellent Oral and Written skills effectively with others at all levels of the organization
• Proven organizational skills with ability to shift priorities and follow assigned tasks through completion.
• Ability to work independently and with decision making skills
• Must have high attention to detail with ability to focus on assigned tasks.
• Must be accustomed to a fast-paced office environment.

Physical Requirements

• Must be able to lift, push and pull files up to 15 pounds for storage
• Must be able to bend, stoop, and be mobile within office environment
• Must be able to sit for most of the day in front of a computer
• Must be able to speak and hear customers
• Must be able to see computer screen to read and type on the keyboard

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible.  Duties and tasks may be assigned by management team based on department and business needs.

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

Click the link below to be redirected to the Equal Employment Opportunity Commission’s website to view the “Know Your Rights” Poster:  

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf