Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Director of Fiduciary Administration in Dallas, TX.
Salary: $125k-$175k- Pay is dependent on knowledge, skills, abilities, experience, and location.
Summary
Manage the fiduciary customer account relationships and administrative support functions for the department. Recruit, train and manage day-to-day staff responsible for managing all fiduciary account activity. Ensure all accounts are appropriately matched with experience and customer relationship skills of each administrator. Manages all activities in accordance with trust documents, regulatory guidance, and internal bank policies and procedures. Lead staff to support and grow the fiduciary business.
Primary Responsibilities
Ensure all fiduciary account relationships are managed in accordance with the requirements of the relevant legal documents, regulatory guidelines and the bank’s policies and procedures.Provide oversight of accurate and timely client reporting, management reporting, transactional processing, regulatory compliance of administrative procedures and customer directives.Ensure all customer directives are adequately documented and in compliance with regulatory requirements.Assist with developing processes and procedures for WM Trust Department to ensure excellent client service.Ensure all annual reviews are completed in timely fashion.Report all non-compliance issues to relevant oversight committee.Manage new account assignment consistent with requirements and workload.Establish and monitor expectations to achieve goals.Manage the performance, training, and evaluations of assigned staff.Ensure all reporting for department is accurate and timely for relevant oversight functions.Ensure staff receives adequate training and skill development.Proactively assist financial advisors to grow fiduciary business.Assist in resolving and responding to client complaints.Assist with trust tax season as requested by management.Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.Understand and participate in the Bank’s Community Reinvestment Act program.Perform other duties as assigned.Education / Experience
Bachelor’s Degree in business, finance, legal, or other related field preferred.JD or CTFA designation required.15+ years relevant experience in law firm (trust & estate practice) or trust department experience required.Demonstrated strong leadership and customer relationship building skills (10+ years).Experienced in maintaining relationships with key internal and external business partners.Possess strong technical and analytical aptitude.Ability to manage multiple priorities; meet time expectations and able to manage day-to-day activities while understanding risks and aligning with strategy and business outcomes.Develop best practices and standards that ensure efficient process; focus on continuous improvement.Effective communicator at all levels; strong presentation skills and experience with developing and delivering training programs.Strong leader; take ownership, lead by example, create a high-performing team, able to make tough decisions – holding team accountable.Must be able to work flexible hours.Must be bondable.Sunflower Bank Benefits
Employees enjoy outstanding benefits, including:
401(k) Plan with 6% MatchHealth/Dental/Vision InsuranceCompany-paid Life InsuranceTuition ReimbursementFitness ReimbursementPaid Time OffVolunteer LeavePaid HolidaysPlus many more employee perks & incentives!People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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