American National Bank of Texas

  • Trust Account Administrator I

    Posted Date 1 month ago(3/23/2018 10:16 AM)
    Job ID
    2018-2581
    Location
    US-TX-Rockwall
    Location Name
    ANBTX Wealth Management
  • Overview

    Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

     

    Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

    Responsibilities

    The Trust Account Administrator acts in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents and are responsible for the management and retention of trust accounts.

    • Manages trust accounts, ensuring complete and accurate documentation and compliance with bank policies and state and federal laws
    • Builds and maintains relationships with clients through responding to client requests and reaching out to potential clients
    • Participates in the planning, researching and presenting of special projects
    • Works closely with attorneys, accountants and bank relationship managers to develop new account opportunities
    • Serves on Trust and Investment committees when appointed by the senior management of the trust department

     

     

    Qualifications

    • High School diploma or GED; Bachelor’s degree is preferred.
    • Three years of banking experience required
    • One year of Trust and/or Wealth Management experience preferred

    Skills

    • Use of some independence of thought but understand when to refer more complex problems to other experts
    • Willing to contribute to work flow, process change and/or redesign.
    • Working knowledge of Microsoft Excel and Word
    • Lifting in an office setting may be required up to 30 lbs.

     

    Equal Opportunity Employer

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