Wealth Advisor / Trust Officer III

Wealth Advisor / Trust Officer III

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.

Purpose of the Position : Within a culture of empowerment, the Wealth Advisor / Trust Officer III manages fiduciary relationships with proactive diligence, adhering to the governing documents and regulatory environment. This role serves the needs of clients and beneficiaries by providing the full extent of the exceptional Broadway Bank client experience. With a sense of duty and compassion, this position will actively seek ways to add value to clients and potential clients by understanding their whole situation and leveraging the bank's full capabilities to meet those needs. Additionally, this role supervises associates on the relationship management team, overseeing all aspects of the joint team responsibilities.

Essential Functions :

Manage Fiduciary Relationships and Grows Portfolios :

• Establish and maintain contact relationships with clients and their family members to maximize the lifetime value of these relationships.
• Provide a full range of financial and banking services to best serve clients' needs with assistance from appropriate specialists throughout the organization.
• Build loyalty and drive profitable revenue growth by resolving client concerns, developing and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience.
• Demonstrate strong solution-oriented sales and communication skills to effectively establish rapport and credibility with clients. Develop collaborative relationships with clients' advisors, including CPAs and attorneys.
• Exhibit leadership and team-building skills with a broad knowledge of financial services and products, focusing on client-centric solutions.
• Ensure sound fiduciary account management, including fiduciary taxation, securities transfer, community property, and state and federal laws governing trusts, foundations, estates, and investments.

Grows Portfolios within Agency and Fiduciary Relationships :

Apply Knowledge of Law and Fiduciary Planning Strategies :

Perform Sound Fiduciary Account Management Duties :

Become an Ambassador for the Bank :

Experience & Education :

Skills & Qualifications :

Other Requirements :

We're a culture that offers resources to benefit your overall health and well-being :

This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Member FDIC