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Chief Trust Officer – Up to $150K – Dallas, TX – 1075

Who We Are

Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago.  Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients…from a banker’s perspective.  In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market.  Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Chief Trust Officer role in the Dallas, TX market. The successful candidate will be responsible for strategic planning, staffing and budget for all operation in the bank’s Trust Department.  Along with being the primary architect of trust related policies and risk assessments to include trust newsletters and correspondence to customers, the position is also responsible for the formulation and implementation of the Bank’s operating procedures that conform to the specific policies adopted by the Board of Directors.

The position includes a generous salary of up to $150K, excellent benefits package and relocation assistance available.

Chief Trust Officer responsibilities include:

  • Managing and providing leadership for subordinates performing duties within the trust area.
  • Developing, implementing, and adhering to an effective trust policy with implementing procedures.
  • Ensuring the Bank and staff operate in compliance with all applicable banking regulations, and ensuring audit, compliance, and regulatory findings and exceptions are resolved in a timely manner.
  • Compliance and familiarity with Bank Secrecy Act (BSA)/Anti Money Laundering (AML) policies, procedures, and processes. Specifically, an appropriate level of due diligence relative to the Bank’s Customer Identification Program (CIP) for loans that may pose a higher risk for money laundering and terrorist financing, reporting of unusual and suspicious activities to the BSA and/or Chief Risk Officer, completion of all assigned BSA training.
  • Participating in and providing leadership for annual strategic, business, and budget planning recommendations to the board of directors.
  • Preparing directly or through subordinates, key management reports for the trust committee including but not limited to: Opened/Closed Accounts; Previous Meeting Minutes; Review Committee Minutes; Market Review; Performance Reports; Balance Sheet; Brookmont Performance; and any other materials pertinent for the committee’s review.
  • Analyzing cross departmental operational processes and implementing changes as appropriate and required.
  • Developing implementation process and managing the introduction of trust products.
  • Reading and interpreting contracts and agreements, coordinating legal review for consideration by the appropriate level of authority.
  • Maintaining strong working knowledge of all applicable Bank policies and procedures directly or indirectly related to areas of responsibility and ensures policy requirements are carried out.
  • Maintaining strong working knowledge of applicable laws, regulations, and internal controls affecting the Bank and ensuring compliance or implementation of same.
  • Maintaining familiarity with industry standards and trends affecting the Bank, and manages the Bank’s adherence to “best practices” as they relate to an area of responsibility.
  • Interacting and representing bank as required with regulators, legal counsel, auditors, consultants, and vendors.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • Bachelor’s degree. Advanced degree or industry-specific designation preferred.
  • Eight or more years in trust administration, estate planning or related field.
  • High degree of technical knowledge as it relates to trust administration and the taxation of trusts.
  • Must be well organized, with strong written and verbal communication skills.
  • MS Office, with extensive competence, Word, Excel, and Publisher: MS Access experience is a plus.
  • Analytical skills are a must.

The next step is yours.  Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com

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