Trust Senior Associate
On-siteDallas, Texas, United States
Job Summary
Support Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, applying product knowledge to execute transactions. Serve as an additional point of contact to clients and backup for Trust Officers, resolving service issues regarding investment management, money movement, and compliance metrics. Identify new business opportunities for expanded Private Bank capabilities within existing books of business. Coordinate internal delivery of trust services through Fiduciary Services and Trust Operations groups while maintaining investment management and trust accounts. Requires high school diploma and 1st shift availability.
Required Qualifications
- High School Diploma / GED / Secondary School or equivalent
- Active Listening
- Adaptability
- Attention to Detail
- Emotional Intelligence
- Prioritization
- Collaboration
- Critical Thinking
- Decision Making
- Oral Communications
- Written Communications
- Drives Engagement
- Innovative Thinking
- Mentoring
- Networking
- Problem Solving
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