Wealth Advisor/Trust Officer III (Fiduciary Relationship Manager III )
Location: Terrell Hills, Texas
Description: Broadway National Bank is currently seeking to employ Wealth Advisor/Trust Officer III (Fiduciary Relationship Manager III ) right now, this job will be reside in Texas. Further informations about this job opportunity please give attention to these descriptions. Job Number: 34013
Job Title: Wealth Advisor/Trust Officer III (Fid! uciary Relationship Manager III)
Location: Wealth Management â€" San Antonio, TX.
Job Type: Full-Time
Hours: Monday - Friday 8:00 am - 5:00 pm. Hours may vary and/or subject to change based on department needs.
Job Function
Within a culture of empowerment, manage fiduciary relationships with proactive diligence in the spirit of the governing document and our regulatory environment. Serve the needs of clients and beneficiaries providing the full extent of the exceptional Broadway client experience. From a sense of duty and compassion, actively seek ways to add value to clients and potential clients by understanding their whole situation and leveraging our full capabilities to meet those needs. Supervise associate on your relationship management team overseeing all aspects of the joint team responsibilities.
DUTIES & RESPONSIBILITIES:
Manage Fiduciary Relationships: Establish and/or maintain contact rela! tionships with clients to maximize the lifetime value of these! relationships. Provide proactively a full range of financial/banking services to clients with the assistance of the appropriate specialists throughout the organization. Build loyalty and drive profitable revenue growth by applying key client relationship management principles to: Resolve immediate client concerns and account issues; Develop and execute targeted client retention and expansion activities (develop and secure new business from existing portfolio base); Cultivate new clients, ensuring more effective identification and development of potentially high-value relationships; Work to ensure that a coordinated and consistent message reaches targeted clients across all delivery/service channels; Deliver all aspects of The Broadway Client Experience. Demonstrate strong solution-oriented sales and communications skills and effectively establish rapport and credibility with clients. Develop collaborative relationships with client’s team of advisors including the CPA and! attorney. Demonstrate leadership and team-building skills. Exhibit a broad knowledge of financial services and products with a client-centric focus. Command of fiduciary principles and regulatory requirements: Sound fiduciary account management Fiduciary taxation Securities transfer Community property State and federal laws governing trusts, foundations, estates & investments. Interpret governing documents and the required actions and oversight needed to appropriately protect the interests of beneficiaries and remaindermen. Manage risk to protect the bank from liability in carrying out its fiduciary duties. Apply knowledge of fiduciary and estate planning strategies to benefit clients and prospects. Review tax returns and supporting documents. Review all transactions including distributions to beneficiaries, security purchases and sales, tax payments, real estate, oil & gas and expenses to insure appropriateness under the document terms. Record or distribute assets obtaini! ng or providing cost basis. Control and maintain related files. Initiat! e new accounts, receipts, disbursements, discretionary distributions, closed accounts, and other functions as required. Oversee all aspects of account administration giving special attention to detailed follow-through, documentation, and organization of files under sound fiduciary management principles. Teach, coach, and mentor associate to achieve maximum career potential based on individual ability and desire for career growth. Set the example for teamwork, initiative, empowerment, communications and service excellence as detailed within our Competencies and Behavioral Standards section of the Performance Measurement Process. Seek out new opportunities to leverage our full capabilities to new clients in all areas of the bank. Cultivate relationships with estate planning professionals to promote referrals to Broadway and Wealth Management services. Serve in the community through Broadway Care Corps events and other community leadership opportunities such as service on the ! board of directors for non-profit organizations. Speak publicly within area of specialty, participate in media interviews, write articles for publication or conduct educational seminars within the community. Apply knowledge of the law and fiduciary planning strategies: Perform a variety of duties in carrying out sound fiduciary account management: Supervise associate who partners on relationship management: Become an ambassador for the bank:
Other:
Provide assistance in all areas of Wealth Management
Other duties as assigned
Minimum Qualifications :
Education
Four year college degree
Work Experience
7 years fiduciary experience in the field or personal trusts or 5 years legal, financial planning, or related experience Demonstrated understanding of accounting principles Ability to positively interact with high level clients and all levels of bank employees Excellent oral and written communication skills
Eq! uipment/Machines
PC proficiency with Microsoft Word and Excel
Preferred Qualifications :
Education
4 year college degree and law degree or 4 year college degree and professional designation of Certified Financial Planner, Chartered Financial Analyst or Certified Trust Financial Advisor
Work Experience
10+ years fiduciary experience in the field of personal trusts or five years in private legal practice or equivalent, financial planning, or related field
Equipment/Machines
PowerPoint Trust Accounting System
To be considered for this position you must meet at least the basic qualifications.
Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Broadway Bank is proud to be an Equal Opportuni! ty and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace with a nicotine-free hiring policy. M/F/D/V. Member FDIC.
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If you were eligible to this job, please give us your resume, with salary requirements and a resume to Broadway National Bank.
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This job will be started on: Fri, 11 Oct 2013 17:02:30 GMT
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