Trust Officer
Benefits
- Health insurance
- Paid time off
- Vision insurance
- 401(k)
- 401(k) matching
- Dental insurance
Schedule
Monday through Friday, 8:00 AM to 5:00 PM
About the role
Herring Bank is seeking a Trust Officer I or II to join our Wealth Management team with a focus on Personal Trust administration. The position level will be determined based on the selected candidate’s experience, qualifications, and demonstrated level of trust administration expertise. This position is responsible for supporting or independently administering an assigned portfolio of personal trust and fiduciary accounts, including revocable and irrevocable trusts, estates, IRAs, guardianships, and other investment accounts. The Trust Officer will work closely with clients, beneficiaries, attorneys, advisors, and internal partners to provide exceptional service while ensuring accounts are administered accurately and in accordance with governing documents, applicable regulations, OCC guidelines, and Bank policies. The position will also support business development and relationship-building efforts and may administer accounts containing non-traditional and hard-to-value assets.
Location: Amarillo, TX
Employment Type: Full Time
Reports To: Director of Wealth Management
Responsibilities
- Administer or assist with the administration of an assigned portfolio of personal trust accounts, including revocable and irrevocable trusts, estates, IRAs, guardianships, and other fiduciary accounts.
- Serve