The posting
Job Description
PlainsCapital Bank is seeking a Trust Officer/Wealth Administrator - Market Manager for the Fort Worth market to be accountable for all aspects of their assigned market’s performance related to the Private Bank/Wealth Management line of business. Responsible for providing overall strategic direction for growth, department management, and budget management. Leads the team of officers and staff that comprise fiduciary account administration, and wealth advisory planning along with new business development. Works with upper management to set goals based on area’s unique needs to best serve their customers and clients while also focusing on profitability. Works with line of business and department leaders throughout their market/region and the overall bank to accomplish established objectives, including the in- house portfolio management team members.
Responsibilities
- Utilizes leadership skills to promote an environment of teamwork and partnership across all lines of business within the bank and local centers of influence to promote wealth management services to affluent individuals, families, businesses and organizations.
- Supports the team regarding the collaboration and integration of the separate wealth management disciplines to acquire new business, enhance client meetings, and build teamwork.
- Promotes accountability with direct reports by setting appropriate goals and objectives, monitoring at least quarterly, to accomplish the annual budget and strategic goals of the bank.
- Coaches and mentors direct reports to ensure continued development and opportunities for growth and achievement.
- Responsible for the administration of complex trust, estate, and investment agency accounts according to the governing instrument and pursuant to the bank’s policies, procedures and statutory requirements.
- Leads and supports an environment of excellence in service of all internal and external client relationships through proactive communication.
- Maintains a high-level understanding of the analysis and decisions related to the wealth management needs of affluent clients.
- Conducts regular employee meetings.
- Consulting with upper management and human resources, carries out management responsibilities in accordance with the organization’s policies and applicable laws and regulations.
- Responsibilities may include:Interviewing, hiring, and training employees Planning, goal setting, assigning, and directing work toward individual accountability based on company’s strategic objectives Appraising individual and company performance, rewarding and disciplining employees Addressing complaints and resolving problems
- Fosters an environment with appropriate focus on risk management and compliance.
- Represents bank at community functions and is an active part of the community through organizations and associations.
- Performs other job duties as required
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Qualifications
- Bachelor’s degree in Business, Finance, Accounting or other related field required.
- Must have 10 or more years of progressive experience in private wealth management or trust administration
- Must have previous management or relevant leadership experience with proven ability and experience in coaching, development, leading, and motivating team/organization members.
- Relevant industry certifications strongly desired.
- Demonstrated Proficiency in:Federal and state banking regulations Trust Regulations and procedures Bank policies and procedures Bank operations, products, and services
- Working knowledge of:Human resources management policies and practices Compliance regulations and guidelines
- Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
- Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
- Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
- Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
- Ability to maintain a high degree of ethical standards and complete confidentiality at all times.
About Us
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about.
