Trust & Wealth Client Relations Specialist II

Provide support to the Client Service Team in all areas including personal trusts and estates, employee benefits plans/IRAs, and investment management accounts.

Must have the ability to actively and quickly determine client needs and execute general service duties including but not limited to:

• Develops and maintains close relationships with the clients of TWM and a thorough knowledge of account ownership and account types. Actively participates in greeting customers by name, and adherence to customer service standards as outlined by North Dallas Bank & Trust Co.
• Opens new accounts and ensures proper account documentation has been obtained adhering to Bank policies and procedures.
• Performs administrative duties which may include: handling various types of written and verbal correspondence with clients, file maintenance and documentation, distribution processing, and monitoring transaction activity.
• Performs tasks assigned by RMs and prioritizes and manages those tasks based on deadlines.
• Responds to all customer inquiries and service requests, providing prompt and accurate resolution of problems/issues in a timely manner; referring complex issues to the account officer.
• Provides sales support for Business Development Officers.
• Prepares and sends out annual discretionary distribution packets to clients and tracks discretionary distributions for account documentation and Trust Committee reporting.
• Distributes client communication regarding RMDs and tracks IRA & E.B Plan distributions and RMD.
• Assist tax team with processing and distributing necessary tax information related to all account types handled by TWM.
• Exceeds customer expectations and ensures CST delivers outstanding service levels with every customer interaction.
• Assist Client Service Team with preparation of account reviews and Letters of Understanding.
• Establishes and maintains relationships with the Client Service Team. Informing the CST Team Leader of any circumstances that requires supervisory attention/review/approval per compliance guidelines and policies.
• Assists with coordinating department events, activities and/or seminars.
• Lives the Bank's Mission Statement and supports the Bank's Corporate Strategy.
• Provides a customer experience, as defined by North Dallas Bank & Trust Co., that is consistent across all customer touch points with intentional focus on customer satisfaction, loyalty, and retention that provides a differentiated experience from other financial institutions in the market place.
• Cross sells all Bank products and services; refers customers and prospects to the appropriate department.
• Other duties as assigned.

• Bachelor’s degree from an accredited college or university preferred, plus at least 3 years of related experience in the financial services industry; or equivalent combination of education and experience.
• Excellent verbal, written, and interpersonal communication skills.
• Superior customer service skills, extremely organized, and detailed-oriented with a high degree of accuracy.
• Proficient in Microsoft Office products, including Word, Excel, and Outlook.
• Ability to read, analyze, and interpret estate planning documents, general business periodicals, professional journals, or governmental regulations.
• Ability to write reports and business correspondence.
• 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, proportions, and percentages. Ability to apply concepts of basic algebra.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in…