What are the responsibilities and job description for the Trust Officer (Full Time) - Houston, River Oaks position at PROSPERITY BANK?
Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.
Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities.
Essential Functions and Basic Duties:
- Communicate with grantors and beneficiaries on a regular basis in order to develop and maintain positive relationships.
- Review account balance sheets and consult with trust investment officer regularly to monitor account holdings.
- Review daily activity in accounts to insure accuracy and monitor cash balances in order to provide for liquidity needs.
- Attend Trust Committee meetings.
- Prospect and develop new business opportunities with both existing and new clients.
- Build and maintain professional relationships with bank officers and legal and accounting professionals.
- Project and maintain the bank’s professional image.
- Maintain a current knowledge of trust and investment laws and regulations.
- Assume responsibility for related duties as required and assigned.
- Keep management aware of activities, opportunities and problems
Qualifications:
Education/Certification: Bachelors Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field.
Required Knowledge: Windows XP, Microsoft Excel and Word. Superior written, verbal and communication skills. Strong logic, reasoning, and analytical skills.
Skills/Abilities: Advanced organizational and interpersonal skills required. Attention to detail with high degree of accuracy at all times. Complete confidentiality required. Highest degree of ethical standards required.
Experience Required: Minimum of three to five years trust or related experience.
Hours: Monday - Friday 8:00 AM - 5:00 PM.
40 hours per week.
