Trust Officer

Texas Capital Bancshares
Houston, Dallas, Austin
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 7+ yearsEducation: bachelorsSkills: ["Risk management","Compliance","Communication","Client relationship management","Negotiation"]

Manage fiduciary administration for assigned accounts, acting as the liaison among beneficiaries, co-trustees, investment advisors, tax and legal partners, and internal operations. Make discretionary decisions responsibly while interpreting governing documents, regulations, and policies to manage risk. Participate in Trust Administrative Committee meetings, ensure compliance, and work with Private Bank partners to grow fiduciary business. Provide timely, high-quality service to customers and advisors.

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Texas Capital Bancshares
Texas Capital Bancshares
3 days ago

Trust Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Manage fiduciary administration for assigned accounts, acting as the liaison among beneficiaries, co-trustees, investment advisors, tax and legal partners, and internal operations. Make discretionary decisions responsibly while interpreting governing documents, regulations, and policies to manage risk. Participate in Trust Administrative Committee meetings, ensure compliance, and work with Private Bank partners to grow fiduciary business. Provide timely, high-quality service to customers and advisors.
Location: Houston, Dallas, Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage all aspects of fiduciary administration for assigned accounts and serve as a liaison among beneficiaries, co-trustees, investment advisors, tax preparers, legal, operations, and trusted advisors.
  • •Exercise professional judgment for discretionary decisions by interpreting governing documents, regulations, and policies to manage risk.
  • •Participate as a voting member in Trust Administrative Committee meetings.
  • •Ensure compliance with governing documents, laws and regulations, and Texas Capital policies and procedures.
  • •Collaborate with Trust RMs, Fiduciary Management, and Legal to develop solutions in the best interest of beneficiaries, and help identify new fiduciary business opportunities with Private Bank partners.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Minimum seven years’ experience with a trust company or financial institution providing professional fiduciary services.
  • •Bachelor’s degree in finance, accounting, real estate, commercial banking, or related field preferred.
  • •Formal credit training program or equivalent work experience.
  • •Strong verbal and written communication skills to serve customers, beneficiaries, internal partners, and third parties.
  • •Resourceful, able to take initiative and manage competing responsibilities while maintaining complex client relationships.
Experience:7+ yearsFiduciary servicesTrust companyFinancial services
Education:Bachelor's
Skills:Risk managementComplianceCommunicationClient relationship managementNegotiation
Tech Stack:Salesforce

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn