Trust Operations Officer jobs in Dallas, TX

Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Trust Officer
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department. The GB&T culture is one that creates a positive environment designed to help customers achieve their financial objectives.

    The candidate would contribute to the GB&T culture by performing the following duties:

    • Ensure that all accounts are properly administered and invested according to the trust agreement provisions and applicable federal laws and regulations.
    • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
    • Retain client base by working to deliver the highest service and client contact standards.
    • Review, approve and direct daily administrative functions for assigned accounts in accordance with the governing document and/or client written requests or instructions.
    • Conduct annual account reviews to ensure that accounts are being administered properly and following regulatory guidelines.
    • Communicate with clients and prospects to continually monitor the quality and delivery of service.
    • Interact frequently with other members of the WM team and Executive Management in the performance of trust officer duties and continuing to develop a team culture.
    • Travel to branch locations and other offsite locations for client meetings as needed.
    • Help bring in new business for the department by cultivating and developing internal relationships with GB&T bank partners for ongoing customer introductions.
    • Develop new external relationships through the community and professional visibility with attorneys, accountants, etc.
    • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
    • Complete and pass all required regulatory compliance training as assigned.
    • Represent GB&T through involvement with community organizations and civic activities to enhance the Bank’s image.
    • Identify and refer business to other areas within the Bank as appropriate.
    • Perform other tasks as assigned.

    Qualifications

    • College degree in Business, Finance, Accounting, Economics or equivalent is preferred.
    • Minimum of 5 years in a Trust Administration department or similar business experience with trust training.
    • Provide excellent client service and ability to resolve problems.
    • Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.

    Experience

    Required
    • 5 year(s): Minimum of 5 years in a Trust Administration department or similar business experience with trust training.

    Education

    Preferred
    • Bachelors or better in Finance or related field

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 15 Days Ago

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Trust Officer II
  • OneTen
  • Dallas, TX FULL_TIME
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...
  • 1 Day Ago

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Senior Trust Officer
  • Bank of America
  • Dallas, TX FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 7 Days Ago

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Trust Operations Specialist
  • Ally Financial
  • Lewisville, TX FULL_TIME
  • Have you started your career in banking and looking to specialize? The Trust Operations Specialist role is a back office banking, entry level role where you will have the opportunity to learn about tr...
  • Just Posted

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Mortgage Loan Officer II
  • First Mid Bank & Trust
  • Grapevine, TX FULL_TIME
  • Position: Mortgage Loan Officer II Location: Grapevine, TX Job Id: 3480 # of Openings: 1 Responsible for producing a high volume of good quality consumer, real estate and smaller commercial loans. Als...
  • 23 Days Ago

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SBA Business Development Officer
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast! Guaranty Bank & Trust offe...
  • 1 Month Ago

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0 Trust Operations Officer jobs found in Dallas, TX area

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Production Operations Server Administration 2nd Shift
  • Request Technology, LLC
  • Coppell, TX
  • ***This is a 2nd shift role, 2:30pm-11:00pm, Tuesday thru Saturday each week*** ***Position is bonus eligible*** Prestig...
  • 3/28/2024 12:00:00 AM

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Custom Order Inventory Lead
  • Hooker Furniture Corporation
  • Bedford, TX
  • ** Custom Order Inventory Lead** **Job Category****:** Operations/Administration **Requisition Number****:** COMCU01147 ...
  • 3/28/2024 12:00:00 AM

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Operations Leader, Securitized Lending
  • Confidential
  • Dallas, TX
  • Company Overview: We are a renowned global firm specializing in financial services, dedicated to delivering exceptional ...
  • 3/27/2024 12:00:00 AM

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Operations Administrator
  • First Class Caregivers
  • Addison, TX
  • Job Description Job Description Small business seeks strong admin to police process and procedures. Must be skilled in t...
  • 3/27/2024 12:00:00 AM

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Office Clerk
  • Active USA LLC
  • Denton, TX
  • Job Description Job Description Position Summary Dispatch over the road truck drivers, data entry, filing, and general o...
  • 3/27/2024 12:00:00 AM

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Operations Associate
  • SDC
  • Plano, TX
  • Job Description Job Description Company description: We are an established 30+ year business in the luxury goods and jew...
  • 3/27/2024 12:00:00 AM

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Financial Operations Clerk
  • TimeLine Staffing, LLC
  • Dallas, TX
  • Job Description Job Description Job description The Financial Operations Clerk plays a vital role in ensuring the smooth...
  • 3/26/2024 12:00:00 AM

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Operations Manager
  • ECS Transportation Group
  • Dallas, TX
  • Job Description Job Description While overseeing the operations of ECS Transportation Group the Operations Manager plays...
  • 3/24/2024 12:00:00 AM

Dallas (/ˈdæləs/), officially the City of Dallas, is a city in the U.S. state of Texas and the seat of Dallas County, with portions extending into Collin, Denton, Kaufman and Rockwall counties. With an estimated 2017 population of 1,341,075, it is the ninth most-populous city in the U.S. and third in Texas after Houston and San Antonio. It is also the eighteenth most-populous city in North America as of 2015. Located in North Texas, the city of Dallas is the main core of the largest metropolitan area in the Southern United States and the largest inland metropolitan area in the U.S. that lacks ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$73,803 to $106,712
Dallas, Texas area prices
were up 2.2% from a year ago

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Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
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