Texas Regional Bank Jobs Hiring Now
Texas Regional Bank is hiring for 15 open roles on Migrate Mate as of July 16, 2026, concentrated in business development and accounting. Migrate Mate updates Texas Regional Bank's live openings daily. Texas Regional Bank is a community-focused bank serving retail and commercial customers across Texas, with offerings spanning personal banking, commercial lending, wealth management, and business development.
Find Texas Regional Bank JobsOverview
Texas Regional Bank hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 15
- Top team
- Business Development
- Seniority
- Across all levels
- Work type
- 0% remote or hybrid
- Top location
- Dallas
Open Roles at Texas Regional Bank
Showing 15 of 15+ Texas Regional Bank jobs































The Client Advisor will be an integral member of the TRB Trust & Wealth Management team. In this role, the Client Advisor will be a financial planner and holistic advisor that is passionate about helping individuals and families make good financial decisions through comprehensive analysis that leaves no stone unturned. The Client Advisor will work alongside TRB investment professionals and trust officers in delivering excellent client service. Areas of expertise would cover financial planning fintech, cash flow, asset location, spending priority, benefit elections, executive compensation, retirement, healthcare, monte carlo analysis, goals-based planning, etc. The associate will be expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust & Wealth Management clients. Additionally, the associate will be expected to contribute to a wide variety of special projects with functional oversight by the Senior Client Advisor, the Chief Investment Officer, Chief Operating Officer and other senior members of the TRB Trust & Wealth Management team.
Principal Duties and Responsibilities
- Expected to develop and implement a holistic financial planning process for high-net-worth TRB Trust & Wealth Management clients.
- Gather information from many different places and organize it into digestible takeaways that help clients of many different backgrounds make informed decisions and help the overall TRB investment team make appropriate asset allocation recommendations.
- Contribute to the decision-making process on complex fixed income portfolios, particularly for public entity clients.
- Learn and stay updated on current developments within financial planning, including the income and transfer tax landscape, and how to best scale an advice-driven framework within our division.
- Expected to support other members of the applicable service team in responding to client requests, preparing for meetings, and conducting research and analysis to ensure our advice across the spectrum is timely, accurate and customized when necessary. Occasionally, this may involve working with clients in TRB regions outside of Houston.
- Comfortable with taking large amounts of data and synthesizing it into information that can drive decisions, give color to a client’s goals and behavior, and integrate with applicable financial planning fintech (eMoney, Right Capital, etc.).
- Expected to feel comfortable with prospective clients and help develop new business and build the brand for TRB Trust & Wealth Management and Texas Regional Bank generally.
- Handle sensitive, confidential, proprietary information with discretion
- Travel to various bank branches on a recurring basis to educate local branches about services available to clients
- Travel to bank branches and/or client sites to serve existing clients as well as to develop new client relationships
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Other duties as assigned.
- Bachelor’s degree in business, finance concentration preferred, economics or related field. Asset/wealth management experience preferred.
- At least 2 years of professional experience in financial analysis, accounting, or other advisory tax or wealth management role.
- Must have or be willing to work towards the Certified Financial Planner (CFP®) designation.
- CPA preferred.
- Experience with fixed income markets preferred.
- Dedicated to continually learning and developing new skills and expertise.
- Strong organization and time-management skills.
- Team player with excellent communication skills both written and verbal.
- Flexibility, professionalism, ability to work under pressure and perform a variety of tasks with numerous interruptions is necessary.
- Positive attitude, self-motivator, goal-oriented with the ability to foster strong relationships.
- Enjoys identifying efficiency through technology and innovation.
- Must have excellent analysis, observation, and decision-making skills.
- Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
- Individual should be able to work and remain composed in stressful circumstances.
- Provides strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Strong interest and knowledge of investment and financial markets.
- Knowledge of wealth management including investments, trusts and financial planning.
- Ability to work in a team-based environment.
- Microsoft Suite of applications proficiency.
- Must be able to be physically present in the Bank to perform job duties.
- Texas Regional Bank is an Equal Opportunity Employer.
Job Roles at Texas Regional Bank
Working at Texas Regional Bank
Texas Regional Bank's 15 open roles are across all levels, and about 0% are remote or hybrid. The most active teams are business development, accounting, and account management. Texas Regional Bank is a community bank operating across Texas, providing retail banking, commercial lending, trust and wealth management, and business development services to individual and business clients. Roles span branch-based customer service, relationship management, loan processing, and financial advisory positions. Most Texas Regional Bank roles are based in Dallas, with some in McAllen and Houston.
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Browse jobs by roleTexas Regional Bank Jobs: Frequently Asked Questions
How many jobs is Texas Regional Bank hiring for right now?
Texas Regional Bank is hiring for 15 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in business development and accounting. Positions range from branch-level customer service and personal banking to commercial lending, relationship management, and senior wealth advisory roles across multiple Texas markets.
What kinds of roles does Texas Regional Bank hire for?
The most active teams are business development, accounting, and account management. Texas Regional Bank hires across retail banking, commercial lending, wealth management, and business development functions. Typical openings include Personal Banker, Relationship Manager, Commercial Loan Processor, Branch Manager, Customer Care Specialist, and Senior Trust and Wealth Management Advisor. Most postings are across all levels.
Are Texas Regional Bank jobs remote or in-person?
Mostly on-site. About 0% of Texas Regional Bank's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Dallas. Each Texas Regional Bank listing shows its work location so you can filter before applying.
How do I apply to a job at Texas Regional Bank?
Find a Texas Regional Bank role that fits on Migrate Mate, then follow the listing directly to Texas Regional Bank's own application. Texas Regional Bank manages its own hiring process, so applications are submitted and reviewed by its internal recruiting team. No account or profile on Migrate Mate is required to access the listing.
Does Texas Regional Bank hire entry-level?
Most of Texas Regional Bank's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual Texas Regional Bank listings for stated experience requirements.
Where is Texas Regional Bank hiring?
Most Texas Regional Bank roles are based in Dallas, with some in McAllen and Houston, and about 0% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.