Senior Trust Officer Resume Sample

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Senior trust officer with extensive experience working with small to large trust departments with an emphasis on trust administration, trust department management, and business development of investment management services. Specialized background in portfolio management. Familiar with real estate, oil and gas, and mineral interests. Developed and implemented successful campaigns to increase new business and improve bottom-line profits. Designed, organized, and conducted public investment seminars.


Smith Bank and Trust, Galviston, Texas
1999 - 2001
Senior Vice President / Senior Trust Officer

Managed all activities of the trust department with responsibility for personal and employee benefit trust account administration, portfolio management, operations, and business development. Interacted with estate planning attorneys, certified public accountants, financial consultants, investment advisers, and family wealth managers.
• Received excellent trust audit ratings from the FDIC and Texas Department of Banking in 2000 and 2001
• Developed the Alliance Program to provide affluent clients with a wide-range approach to estate planning
• Analyzed and corrected numerous audit exceptions from 1998
• Designed a trust brochure and implemented estate planning seminars for the public

Bank of Galviston, Galviston, Texas
1994 - 1999
Vice President - Private Client Services

Served as a private client manager providing investment management, customized credit and mortgages, trust, brokerage, estate services, and specialized banking for affluent clients.
• Trained private bankers to recognize investment management and trust opportunities
• Originally served as business development manager for investment management and trust services, reported directly to the regional manager of the Private Banking Group, and led a team comprised of a trust officer and an administrative assistant

Bank of Texas, Galviston, Texas
1989 - 1994
Vice President and Trust Officer - Trust Division

Served as statewide liaison officer to international private banking. Interacted and travelled extensively with international private banking officers to Mexico. Solicited non-resident alien investment management business through the use of agencies and offshore corporations and trusts.
• Attained personal fees as high as $204,628
• Contributed to production that was $180,000 over the current fee goal and $12.9 million over future fee goal
• Selected to serve as North Texas regional sales manager with 11 direct marketing officers and trust assistants
• Approached to serve as personal trust sales manager and business development officer of the Galviston office with 3 direct marketing officers

North Carolina State Bank, Chapel Hill, North Carolina
1986 - 1989
Vice President and Trust Officer - Capital Management Group

Managed personal trust and employee benefits business in the Piedmont region of North Carolina as a business development officer.

Trans-Pacific National Bank, San Fernando, California
1979 - 1986
Senior Trust Officer

Administered up to 75 personal trust accounts involving asset values of $100 million in the Financial Management and Trust Services department of the San Fernando District Trust Office. Developed, implemented, and maintained regional marketing strategies. Worked closely with bank executives and commercial and consumer officers in promoting all trust services and bank products. Settled estates and administered guardianships, in addition to trusts and the performance of agencies.
• Produced over $40,000 in annual revenues in the last six months of 1985

BANK OF ARIZONA, Stacey, Arizona
1977 - 1979
Assistant Trust Officer - Trust Division

Managed multi-million dollar personal trust accounts and solicited new business.
• Served on the Trust Administrative Committee

Remmington Corporation, Stacey, Arizona
1976 - 1977
Regional Manager

Managed the western regional office negotiating with corporate finance directors, assembling and analyzing corporate financial statements, conducting presentations to the Executive Credit Committee, and closing business.

State Bank of Arizona, Dry Creek, Arizona
1973 - 1976
Corporate Trust Administrator
State Bank of Arizona, Dry Creek, Arizona
1972 - 1973
Installment Lending Officer


Bachelor of Science Degree in Management
Bachelor of Science Degree in Political Science

Miscellaneous Training
Tax Analysis I & II
Managerial Development I & II
Leadership Development
Installment Lending
Principles of Bank Operations
Numerous Trust Seminars

Federal Institute of Banking
Basic and Standard Certificates

The LittleField Corporation of North America
The Active Officer Workshop

Cohen and Brown
Numerous Marty Cohen Seminars


Series 7, 63, 65, and Group I Insurance

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