Trust Officer (Full Time) - Lubbock, Ave. Q
Company: Prosperity Bank
Location: Lubbock
Posted on: April 2, 2026
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Job Description:
External Applicants: Please apply through Prosperity Bank's
Career Center at https://www.prosperitybankusa.com/Careers .
Applying through any other source may prevent Prosperity from
receiving your application. Internal Applicants: If you are a
current associate of Prosperity Bank, please apply through the
internal Talent - Career Center in ADP. Prosperity Bank is an Equal
Opportunity Employer. POSITION PURPOSE Responsible for the
administration of trust and investment agency accounts. Identify
and develop new business opportunities. ESSENTIAL FUNCTIONS AND
BASIC DUTIES Communicate with grantors, beneficiaries, co-trustees,
and principals on a regular basis to develop and maintain positive
relationships and outline administrative procedures. Review account
balance sheets and consult with trust investment officer regularly
to monitor account holdings. Review daily activity in accounts to
ensure accuracy and monitor cash balances to provide for liquidity
needs. Attend Trust Committee meetings. Prospect and develop new
business opportunities with both existing and new clients. Build
and maintain professional relationships with bank officers and
legal and accounting professionals. Project and maintain the bank’s
professional image. Maintain a current knowledge of trust and
investment laws and regulations. Assume responsibility for related
duties as required and assigned. Keep management aware of
activities, opportunities, and problems. Respond to client issues,
anticipate client needs, and prepare for and participate in client
meetings. Respond to requests from beneficiaries for discretionary
distributions. Prepare memoranda supporting recommendation
regarding how the Bank shall exercise discretionary powers it has
as trustee. Confer with co-trustee (if any) to obtain his/her
approval. Handle ongoing day to day administration of accounts.
Proactively manage account base in accordance with trust department
policies and procedures to identify risks and minimize or avoid
service and operational issues. PERFORMANCE MEASUREMENTS 1.
Accounts are administered appropriately and efficiently. 2. Regular
communication exists with clients. 3. All records are complete and
accurate. 4. Professional relationships exist with co-workers and
external contacts. 5. New business opportunities are recognized and
developed. 6. The bank’s professional image is always protected.
The above statements describe the general nature and level of work
only. They are not an exhaustive list of all required
responsibilities, duties, and skills. Other duties may be added, or
this job description amended at any time. SUPERVISORY
RESPONSIBILITIES: This role has no supervisory responsibilities.
QUALIFICATIONS Education/Certification: Bachelor’s Degree (B.B.A.)
in Accounting or Finance or Law Degree or equivalent on the job
training and experience in a relevant field. Required Knowledge :
Knowledge of Windows XP and other Office programs including
Microsoft Excel and Word. Superior written and verbal communication
skills. Strong logic, reasoning, and analytical skills. Experience
Required : Minimum of three to five years trust or related
experience. Skills/Abilities : Advanced organizational and
interpersonal skills required. Attention to detail with high degree
of accuracy always. Complete confidentiality required. Highest
degree of ethical standards required. PHYSICAL ACTIVITIES AND
REQUIREMENTS OF THIS POSITION Talking: Especially where one must
frequently convey detailed or important instructions or ideas
accurately, loudly, or quickly. Average Hearing: Able to hear
average or normal conversations and receive ordinary information.
Repetitive Motion: Movements frequently and regularly required
using the wrists, hands, and/or fingers. Average Visual Abilities:
Average, ordinary, visual acuity necessary to prepare or inspect
documents or products, or operate machinery. Physical Strength:
Sedentary work; sitting most of the time. Exerts up to 10 lbs. of
force occasionally. (Almost all office jobs.) WORKING CONDITIONS
None: No hazardous or significantly unpleasant conditions (such as
in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS
POSITION Reasoning Ability: Ability to apply common sense
understanding to carry out simple one or two step instructions and
to deal with ordinary, standardized situations. Mathematics Ability
: Ability to perform very basic math skills including adding,
subtracting, multiplying, and dividing two-digit numbers; the four
basic arithmetic operations with money; and operations with units
such as inch, foot, yard; ounce, and pound (or their metric
counterparts). Language Ability : Ability to use passive vocabulary
of 5,000-6,000 words; read at a slow rate; and define unfamiliar
words in dictionaries for meaning, spelling, and pronunciation.
Ability to write complex sentences, using proper punctuation, and
using adjectives and adverbs. Ability to communicate in complex
sentences, using normal word order with present and past tenses and
good vocabulary. Hours: Monday - Friday 8:00 AM - 5:00 PM. 40 hours
per week.
Keywords: Prosperity Bank, Lubbock , Trust Officer (Full Time) - Lubbock, Ave. Q, Accounting, Auditing , Lubbock, Texas