Trust Officer
Apply NowCompany: Rio Bank
Location: San Antonio, TX 78228
Description:
Who We Are
Rio Bank has grown tremendously in the last 3 years, and our goal is to continue our aggressive growth by expanding into the Central Texas market. We are looking for Trust Officers who have the expertise and drive to build and manage a robust portfolio of Trust clients. This is your opportunity to take your career to new heights with Rio Bank.
At Rio Bank, we understand that every Trust relationship is unique, requiring personalized solutions tailored to each client's needs. Our highly competitive rates, unwavering support from upper management, access to top-tier marketing resources, and our dedicated approach to helping customers achieve their financial goals give us a significant edge in the market.
We blend the financial strength of a large institution with the flexibility and personal touch of a local bank. That's what makes Rio Bank "Your Kind of Bank. Your Kind of Banker."
We're seeking community-focused and client-oriented Trust Officers who have a deep understanding of the Central Texas market. Ideal candidates will have a strong network within the community and among industry leaders. If you excel at building and nurturing client relationships, have a passion for Trust services, and are committed to delivering exceptional service with integrity, Rio Bank may be the perfect fit for you. We offer competitive benefits and a collaborative and supportive work environment.
We'd love to get to know you. Apply for our Trust Officer position and let's build something great together.
What We're Looking For
Required
Preferred
What We Offer
Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. Reasonable accommodations for an individual's disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.
Rio Bank has grown tremendously in the last 3 years, and our goal is to continue our aggressive growth by expanding into the Central Texas market. We are looking for Trust Officers who have the expertise and drive to build and manage a robust portfolio of Trust clients. This is your opportunity to take your career to new heights with Rio Bank.
At Rio Bank, we understand that every Trust relationship is unique, requiring personalized solutions tailored to each client's needs. Our highly competitive rates, unwavering support from upper management, access to top-tier marketing resources, and our dedicated approach to helping customers achieve their financial goals give us a significant edge in the market.
We blend the financial strength of a large institution with the flexibility and personal touch of a local bank. That's what makes Rio Bank "Your Kind of Bank. Your Kind of Banker."
We're seeking community-focused and client-oriented Trust Officers who have a deep understanding of the Central Texas market. Ideal candidates will have a strong network within the community and among industry leaders. If you excel at building and nurturing client relationships, have a passion for Trust services, and are committed to delivering exceptional service with integrity, Rio Bank may be the perfect fit for you. We offer competitive benefits and a collaborative and supportive work environment.
We'd love to get to know you. Apply for our Trust Officer position and let's build something great together.
What We're Looking For
Required
- Bachelor's Degree in Finance, Accounting or Business-related field or equivalent on the job training and experience.
- Two (2) years of experience in the administration of Personal Trust & Investment Agency Accounts; business development for Trusts, Estates, Investment Agencies, Foundations, Custody and Individual Retirement Accounts.
- Advanced fiduciary skills and knowledge to consult, advise, and exercise sound judgment.
- Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
- Proficient with Microsoft Office Suite (Word, Excel, etc.) and standard computer software programs.
- Valid Driver's License
Preferred
- Four (4) plus years of relevant Trust experience.
- Licensed Attorney, Certified Public Accountant, or CTFA is a plus.
What We Offer
- Referral Incentive Plan
- Paid time off
- Paid holidays
- 401(k) plan with company match
- Medical, dental and vision insurance
- Life insurance
- Employee assistance program
- Flexible spending account (FSA)
- Training and career development
- Charity match
- Community engagement
- Professional and collaborative work environment
Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. Reasonable accommodations for an individual's disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.