- Establishes a robust "pipeline" of new business prospects developed through independent calling efforts.
- Achieves actual sales results resulting in a significant impact on the Division's ability to achieve its budgeted revenue goals, and the Bank's ability to achieve its strategic goals.
- Actively contributes in sales meetings and calling routines serve as a role model for less seasoned personal trust officers.
- Manages employees within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
- Administers sophisticated personal trust accounts, guardianship accounts, conservatorship accounts, escrow accounts, estate accounts, tax deferred IRA accounts and investment agency accounts across the whole spectrum of client relationships pursuant to the controlling document, state and federal regulations and client direction.
- Diversifies assets to include such things as limited partnerships, agricultural and commercial real estate, and operating businesses ensuing they form a greater percentage of assets under management leading to a greater emphasis on dispute resolution skills.
- Delegates a significant volume of administrative matters to a Senior Trust Services Specialist in order allow for client retention and new business calling efforts. Effectively coaches and mentors the Senior Trust Services Specialist to their fullest potential and, by so doing, to operate independently from the incumbent.
- Performs frequent client communication, to include independent dispute resolution, investment performance reviews, and ongoing customer contact to ensure high levels of client retention.
- Independently establishes client investment policy statements, portfolio review and reallocation, and implementation of Trust Investment Committee recommendations.
- Ensures accurate and timely delivery of trust and investment services and possess the ability to interact with operations staff to accomplish the same.
- Extensive knowledge of and the ability to articulate and utilize the Texas Uniform Trust Code, Texas Principal and Income Act and other relevant administrative statutes.
- Extensive knowledge or experience in recommending sophisticated estate and financial planning concepts to include avoidance of the federal estate or generation skipping.
- Extensive knowledge of investments and asset allocation strategies to include Modern Portfolio Theory and the Prudent Investor Act along with the ability to independently articulate the same to clients and prospects so as to engender trust and new business sales.
- Extensive knowledge of trust accounting to include 1041 tax return production.
- Ability to handle multiple tasks while meeting time deadlines and maintaining outstanding customer service and communication skills.
- Attention to detail and self-starter demonstrating the ability to work independently but within an overall team approach.
- Ability to complete required training by assigned due date.
- Ability to maintain predictable and reliable attendance.
- Minimum of a 4-year college degree with an advanced degree in law, accounting, investments, or sales required.
- A Certified Trust Financial Advisor (CTFA) or Certified Financial Provider (CFP) designation strongly preferred.
- Minimum of 7-10 years of experience as a Trust Officer or the practice of estate planning and being able to demonstrate increasing levels of business success against expectations in that role required.
- Minimum of 3 years of supervisory or management experience required.
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Director of Trust - Dallas, United States - Security National Bank
Description
Director of Trust & Wealth Management Services - Texas
Security National Bank of Omaha has posted the following job opening in Dallas, TX: Director of Trust & Wealth Management Services - Texas. Apply today atAs a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other's unique differences. We understand the importance of personal belonging which is why you'll hear our employees talk about being part of the SNB family. Now, more than ever, as we've expanded our roots into new markets, it's the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in two Dallas locations: Uptown and Tollway. Learn more about our story at or visit us on LinkedIn and Facebook.
JOB SUMMARY
This position is responsible for leading and directing the Personal Trust and Wealth Advisory business lines and professionally administering personal trust, wealth management, estate and retirement plan accounts to ensure client retention and regulatory compliance. Generate new business.
ESSENTIAL FUNCTIONS
New Business Development (30%)
Leadership (25%)
Administer Personal Trust Accounts, Estates, Wealth Management and Retirement Plan Accounts (20%)
Client Retention (15%)
Portfolio Review & Analysis (5%)
Understand Operational Duties & Procedures (5%)
Performs other duties as required and assigned.
KNOWLEDGE, SKILLS AND ABILITIES
EDUCATION*
EXPERIENCE*
*Equivalent education and experience will be considered
AFFIRMATIVE ACTION
Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
