Frost Bank
Relationship Development Officer - Trust and Wealth
Fort Worth, TX - Downtown
Sponsorship not specifiedDetected 93 days ago
Business DevelopmentAccountingCommunicationAdaptabilityOrganizational SkillsCFA
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odds of building a lasting career here
40Risky
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- It's about interactions more than transactions.
- Have others complimented you on your attention to detail and exceptional organizational skills?
- Are you known for your ability to adapt in everchanging fast paced environments?
Responsibilities
- Develop, maintain, and deepen relationships with Centers of Influence (attorneys, CPAs, financial professionals, and other referral sources) to generate fiduciary business opportunities
- Serve as a primary point of contact for referral partners and prospective fiduciary clients
- Lead the RFP process as needed, partnering with internal stakeholders to deliver high-quality proposals and support business development opportunities
- Collaborate with Trust Officers, Wealth Advisors, and other team members to identify and pursue growth opportunities
- Remain available to support fiduciary business development opportunities, including responding to time-sensitive referral situations as needed
- Maintain a high level of professionalism and knowledge regarding fiduciary services, trust administration, and wealth management offerings
- Document and track referral activity and relationship development efforts
Requirements
- You are excited to be out in the community and representing Frost in a manner synonymous with our core values.
- Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field, or equivalent experience
- Strong knowledge of fiduciary services, trust administration, estate planning, and wealth management concepts
- Ability to work independently while collaborating effectively across multiple business units
Nice to have
- Additional Preferred Skills:
Skills
- Experience in trust, fiduciary, private banking, wealth management, or estate planning environments
- Professional certifications such as CTFA, CFP®, CFA, JD, CPA, or similar credentials
- Established network of professional referral sources within the market
Benefits
- Medical, dental, vision, long-term disability, and life insurance
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
- At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
Company info
- At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be.
- In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
- At Frost, it's about being part of something bigger.
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This listing is sourced directly from Frost Bank's careers page and normalized into a canonical job model.