Trust Assistant at Guaranty Bank and Trust NA

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Dallas, Texas





Job Description:

Join the Guaranty Bank and Trust Team!


Are you ready to embark on a thrilling career in the banking industry? At Guaranty Bank and Trust, we're more than just a bank—we're a community of passionate individuals dedicated to making a positive impact. From personalized service to active community involvement, we support our neighbors in meaningful ways, and we want you to be a part of this incredible journey.


Why Choose Us?
Founded in 1913, Guaranty Bank & Trust has been serving its community with a mission that goes beyond financial transactions, focusing on building bridges, nurturing growth, and ensuring a brighter future. Recognized for its excellence, Guaranty Bank & Trust has been named one of the “Best 100 Companies to Work for in Texas” by Texas Monthly Magazine for thirteen consecutive years and has earned a 5-star rating from Bauer Financial, Inc.


Exciting Opportunities Await


At Guaranty Bank and Trust, we believe in taking care of our team just as well as we take care of our customers. Enjoy competitive pay, comprehensive benefits, and ample Paid Time Off (PTO) to ensure your work-life balance. But that's not all! We prioritize on-the-job training and continued educational opportunities so your career can flourish.


We are currently searching for the right person to join our team as a Trust Assistant.


The Trust Assistant will provide specialized secretarial and administrative support within the Trust & Wealth Management Department.  This position will perform back up duties to the Trust Officers and Portfolio Managers.  Our company’s culture supports customers in achieving their financial goals and dreams.  You’ll be able to help contribute to this by:


Job Duties:



  • Assist in the daily administration of personal trust and investment accounts.

  • Assist with day- to- day account maintenance and input of client transactional data.

  • Perform document scanning and filing.

  • Assist Trust Administrators with clients.

  • Follow and adhere to all operational and security policies and procedures.

  • Assist with monitoring and meeting compliance issues on client accounts.

  • Assist on special projects and reports as required.

  • Represent the Bank in a courteous and professional manner.

  • Comply with compliance and privacy policies and procedures to maintain customer confidentiality and information protection.

  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.

  • Complete and pass all required regulatory compliance training as assigned.

  • Perform any additional duties and tasks assigned by management.


Qualifications & Skills:



  • Proficient with computer skills including Microsoft Word, Excel, PowerPoint and Outlook.

  • Excellent organizational and time management skills.

  • Ability to follow directions accurately.

  • Candidates must be open to working on a variety of projects and tasks.


Education, Experience & Licenses:



  • High School diploma or equivalent.

  • Associates degree preferred.

  • Minimum 2 years administrative/clerical experience.


Be Part of Something Bigger
Imagine working in a place where your career drives both personal success and customer satisfaction. Our commitment to employee advancement is genuine—Guaranty Bank and Trust is the perfect place for professionals eager to build a rewarding career. Join us and thrive in a culture that values innovation, collaboration, and career development. We can’t wait to meet you!


At Guaranty Bank and Trust, we empower our customers to achieve their financial dreams and goals. As a Personal Banker, you'll play a pivotal role in this mission. Ready to make a difference? Join us and turn your career aspirations into reality! 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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