Wealth Management & Trust Officer II

Position Title:

Wealth Management & Trust Officer II

FLSA Status:

Exempt (17D)

Reports to:

Regional President Wealth Management- NTX

Location:

University Center

Benefits:

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

Job Summary: This position serves as a trusted advisor to our affluent clients and provides comprehensive guidance to clients regarding risk management, tax, estate planning, investment, and banking needs. Performs complex client service duties while ensuring a high level of efficiency. Serves as subject matter expert on Wealth Management & Trust related services. Maintains the integrity of Southside values, policies and procedures.

Essential Functions:

• Manages a book of business to include all account types, including but not limited to investment management accounts, IRAs, trusts, and estates.
• Manages client relationships as a relationship officer in conjunction with the Wealth Management & Trust Officers, providing exceptional service to clients and outside professional advisor partners.
• Addresses financial/advanced planning needs of clients and prospective clients with expert knowledge and insight.
• Coordinates internal and external resources for client meetings and prospective client meetings, including special events.
• Collaborates on potential new business opportunities.
• Manages and implements special projects as required.
• Functions effectively as a team player with all facets of the organization and outside partners.
• Utilizes internal technology (software applications) to maximum advantage in the performance of duties.
• Ensures all Southside policies and procedures are followed in the performance of duties.
• Assigns work duties to team members.
• Maintains positive relationships and promotes efficiency among a group of workers.
• Plans and supervises the activities of others.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank's mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program.
• Must comply with all applicable laws and regulations.

Additional Functions:

• Manages client communication - electronic, online and paper.
• Coordinates resources and materials for client problem resolution.
• Provides leadership to others through example and sharing of knowledge/skill.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties, as assigned or directed.

Required Education/Experience:

• Bachelor's degree, preferably in Finance, Accounting and/or Business-related field.
• 4 to 6 years of experience in a wealth management and/or trust advising role required.
• WM&T professional designation(s) relevant to job duties required (i.e., CPA, CFP, or comparable designation).

Necessary Skills:

• Strong interpersonal, written and verbal skills
• Exceptional organizational, analytical and critical thinking capabilities
• Strong project management skills
• Strong Microsoft Office skills
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to write information and respond to questions from groups of managers, clients, customers, and the public.
• Ability to define problems: collect data, establish facts and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Handle multiple tasks simultaneously.

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment:

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours:

• Monday through Friday; 8:00am - 5:00pm.
• Available for overtime, as needed.

Travel:

Minimal overnight travel (up to 10%) by land and/or air.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)