Trust Officer - Austin, TX

Position Summary

The Trust Officer will be an integral member of the TRB Trust & Wealth Management Trust team, a Division of Texas Regional Bank ("TRB"). The role is responsible for the administration of personal trust, estate, and fiduciary accounts in accordance with governing documents, applicable laws, and bank policies. This position manages complex fiduciary relationships throughout Texas, serves as a primary client contact, and exercises independent judgment while upholding the highest fiduciary standards.

• Oversee a book of business directly comprised of accounts where TRB serves as a fiduciary, including trustee, executor, agent or custodian, including Investment Management Accounts and Individual Retirement Accounts.
• Play a key role collaborating with the leadership team for TRB to enhance and streamline the Division administration, operations and contribute to strategic decision making. The Trust Officer will have the opportunity to develop into a key leader within the Trust and Wealth Management business at TRB.
• Support and collaborate with other Trust Officers and trust operations team in responding to client requests, preparing for meetings, and conducting research and analysis on accounts where the Trust Officer may not be the primary trust administrator. The Trust Officer will work with clients and Trust Officers in all TRB regions.
• Administer trusts, estates, and fiduciary accounts in compliance with trust documents, fiduciary law, and internal policies.
• Serve as the primary relationship manager for clients, beneficiaries, and professional advisors.
• Exercise discretionary authority over distributions and trust administration decisions as permitted.
• Demonstrate knowledge of trust and financial accounting and tax principles to oversee trust investments in coordination with portfolio managers and investment committees to ensure thoughtful portfolio and asset management.
• Ensure regulatory compliance, risk management, and audit readiness for all assigned accounts.
• Coordinate estate settlement activities and work with attorneys and tax professionals on fiduciary and tax matters.
• Collaborate with outside advisors and vendors, including legal counsel, outside asset managers and other professionals.
• Prepare, review, and maintain accurate account documentation, reports, and client communications.
• Identify and mitigate fiduciary, operational, and reputational risks.
• Participate in new business development, including evaluating and accepting new fiduciary relationships and building the brand for TRB, particularly for trust and estate services.
• Provide guidance and mentorship to junior staff and support departmental initiatives.

• Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
• 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 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.
• Provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Other duties as assigned.

• Bachelor’s degree required; advanced degree or professional designation (JD, CPRA, CTFA, ATFA or CFP) preferred.
• Minimum of 5 years of experience in trust administration, fiduciary services, or wealth management.
• Strong knowledge of fiduciary law, trust accounting, investments, and estate administration.
• Outstanding analytical skills with the ability to exercise independent judgment.
• Demonstrate ability to interact with senior management on a regular basis.
• Positive attitude, self-motivator, goal-oriented with the ability to foster strong relationships.
• Comfortable with technology, cloud-based services, workflow management, and digital solutions.
• Excellent communication, organizational, time-management and analytical skills.
• Must be willing and able to travel as needed for meetings with clients, centers of influence, and for continued education and training.
• Must be able to be physically present in the Bank to perform job duties.
• Texas Regional Bank is an Equal Opportunity Employer.