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Trust Officer (Full Time) - Houston, River Oaks

Prosperity Bank
Fort Worth, TX
Full-time

How to apply : Please apply through Prosperity Bank's Career Center at https : / / www.prosperitybankusa.com / Careers and to find more job opportunities with our company.

A pre-employment credit check will be run on all qualified applicants.

Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities.

Essential Functions and Basic Duties :

  • Communicate with grantors and beneficiaries on a regular basis in order to develop and maintain positive relationships.
  • Review account balance sheets and consult with trust investment officer regularly to monitor account holdings.
  • Review daily activity in accounts to insure accuracy and monitor cash balances in order to provide for liquidity needs.
  • Attend Trust Committee meetings.
  • Prospect and develop new business opportunities with both existing and new clients.
  • Build and maintain professional relationships with bank officers and legal and accounting professionals.
  • Project and maintain the bank's professional image.
  • Maintain a current knowledge of trust and investment laws and regulations.
  • Assume responsibility for related duties as required and assigned.
  • Keep management aware of activities, opportunities and problems

Qualifications :

Education / Certification : Bachelors Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field.

Required Knowledge : Windows XP, Microsoft Excel and Word. Superior written, verbal and communication skills. Strong logic, reasoning, and analytical skills.

Skills / Abilities : Advanced organizational and interpersonal skills required. Attention to detail with high degree of accuracy at all times.

Complete confidentiality required. Highest degree of ethical standards required.

Experience Required : Minimum of three to five years trust or related experience.

Hours : Monday - Friday 8 : 00 AM - 5 : 00 PM.

40 hours per week.

30+ days ago
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