About this role
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.
- 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.