Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Texas Capital is built to help businesses and their leaders by providing the best of big firms at a scale that works for clients, with experienced bankers who invest in people’s success.

Responsibilities

• Manage all aspects of fiduciary administration for assigned accounts, serving as a liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal department, operations personnel, and customer’s trusted advisors.
• Exercise professional judgment in discretionary decisions, risk management, and interpretation of documents, regulations, and policies, collaborating with Trust RMs, Fiduciary Management, and Legal for beneficiary interests.
• Participate as a voting member in Trust Administrative Committee meetings.
• Ensure compliance with governing documents, laws, regulations, and Texas Capital policies and procedures.
• Collaborate with Private Bank partners to identify and develop new fiduciary business opportunities and expand existing relationships.
• Handle specialized fiduciary account opening and closing maintenance, money movement, and support investment management accounts.
• Deliver timely and high-quality interactions with customers, prospects, and their trusted advisors.

Requirements

• Minimum seven years' experience with a trust company or financial institution focusing on professional fiduciary services.
• Formal Credit training program or equivalent work experience.
• Strong communication skills, both verbal and written, for servicing customers, beneficiaries, internal partners, and third parties.
• Resourceful and able to take initiative.
• Collaborate with and assist other Trust Relationship Managers.
• Effective team player with the ability to work in a fast-paced, highly collaborative environment.
• Ability to manage competing responsibilities, anticipate business needs, and access necessary tools and resources.
• Strong ability to develop, cultivate, and maintain client relationships with increased complexity.
• Strong ability to interact, negotiate, and influence at more senior levels of the organization.
• Demonstrate expected utilization of Salesforce and drive towards critical metrics.

Skills

• Fiduciary administration
• Discretionary decision-making
• Risk management
• Regulatory compliance
• Client relationship management
• Salesforce utilization

Location

• Dallas
• Austin
• Fort Worth
• Houston
• Richardson
• Plano
• San Antonio

Work Type

• Full-time

Experience Level

• Minimum seven years' experience

Education Level

• Bachelor’s degree in finance, Accounting, Real Estate, Commercial Banking or related field preferred

Benefits

• Health insurance coverage
• Wellness program
• Fertility and family building aids
• Life and disability insurance
• Retirement savings plans with a generous 401K match
• Paid leave programs
• Paid holidays
• Paid time off (PTO)

About the Company

• Texas Capital is built to help businesses and their leaders.
• Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
• While we are rooted in core financial products, we are differentiated by our approach.
• Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.
• Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives.
• At Texas Capital, we do more than build business success. We build long-lasting relationships.
• Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks.
• For more information about joining our team, please visit us at www.texascapitalbank.com.

Equal Opportunity

• Texas Capital is an Equal Opportunity Employer.