Job Description
Join the Guaranty Bank and Trust Team! Are you ready to embark on a thrilling career in the banking industry? At Guaranty Bank and Trust, we're more than just a bank-we're a community of passionate individuals dedicated to making a positive impact. From personalized service to active community involvement, we support our neighbors in meaningful ways, and we want you to be a part of this incredible journey.
Why Choose Us? Founded in 1913, Guaranty Bank & Trust has been serving its community with a mission that goes beyond financial transactions, focusing on building bridges, nurturing growth, and ensuring a brighter future. Recognized for its excellence, Guaranty Bank & Trust has been named one of the "Best 100 Companies to Work for in Texas" by Texas Monthly Magazine for thirteen consecutive years and has earned a 5-star rating from Bauer Financial, Inc.
Exciting Opportunities Await At Guaranty Bank and Trust, we believe in taking care of our team just as well as we take care of our customers. Enjoy competitive pay, comprehensive benefits, and ample Paid Time Off (PTO) to ensure your work-life balance. But that's not all! We prioritize on-the-job training and continued educational opportunities so your career can flourish.
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.
Be Part of Something Bigger Imagine working in a place where your career drives both personal success and customer satisfaction. Our commitment to employee advancement is genuine-Guaranty Bank and Trust is the perfect place for professionals eager to build a rewarding career. Join us and thrive in a culture that values innovation, collaboration, and career development. We can't wait to meet you!
At Guaranty Bank and Trust, we empower our customers to achieve their financial dreams and goals. As a Personal Banker, you'll play a pivotal role in this mission. Ready to make a difference? Join us and turn your career aspirations into reality!
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) Guaranty Bank & Trust
Job Tags
For contractors, Bank staff, Local area,