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Wealth Management Trust Officer
JOB SUMMARY Fulfills fiduciary responsibilities of Lone Star National Bank (LSNB) by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue both as a team member and individually to meet production goals. ESSENTI
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