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FNBO · 1 day ago

Associate II, Trust Associate

Omaha Metropolitan Area

Full-time

Onsite

New Grad, Entry Level

$62K/yr - $102K/yr

FNBO is committed to the success of its employees and is seeking a Trust Associate to support Trust Advisors in managing client relationships. The role involves assisting with trust administration, customer inquiries, and maintaining documentation to ensure a seamless client experience.

AccountingBankingFinanceFinancial ServicesMortgage

No H1B

Responsibilities

Provide ongoing customer relationship management support to retain accounts and expand client relationships into the next generation

Research, resolve and respond to clients’ inquiries/issues in a timely and professional manner

Ask the right questions and listen to customers to gain an understanding of their needs, accurately identify and define customers’ needs or issues

Perform necessary duties consistently and reliably to meet customer expectations

Understand and contribute to intended customer experience to foster the relationship and perform duties as needed or requested

This may include regular and professional communication with centers of influence (i.e. accountants and attorneys)

Assist with projects and general office duties as assigned

Ability to read and understand the complexities of a Trust document in order to manage the opening, funding, closing and transferring processes as well as regular maintenance of accounts according to bank policies and guidelines within the designated trust platform system or other technology tools

Prepare and maintain appropriate forms and documentation per direction of the Trust Advisor to complete transactions ensuring completeness and appropriate customer, co-fiduciary, advisor, officer and/or committee approvals

Demonstrate knowledge of the organization’s products/services and recommend proactively customer solutions

Anticipate needs from the Trust Advisory team

Complete multiple tasks by prioritizing time with the team and working together to communicate ongoing activities

Properly execute transactions in a timely manner

Communicate on a regular basis with Trust Advisors regarding opportunities to enhance the relationship with clients

Establish a good working relationship with peers to build trust and support

Develop awareness of how assigned duties and tasks integrate with and affect the work of others

Develop and maintain strong relationships with business partners across the organization to facilitate everyday transactions

Follow-up with both clients and/or internal contacts to verify the clients’ needs are being met

Facilitate and monitor exception decisions to ensure no unnecessary delays impact workflow or client expectations

Identify areas where efficiency and process improvement are needed within own area of work

Regularly use process improvement tools and techniques to assess and simplify workflow

Understand and comply with the Bank's policies, regulations and BSA/AML Program, which includes, but is not limited to the following:

Comply with the Bank's Customer Identification Program and Customer Due Diligence Policy

Identify, monitor and report suspicious activity

Complete BSA/AML/Compliance training in a timely manner as directed by management

Exhibit professional behavior and promote a positive work environment, contribute to the team and understand and strive toward department goals

Maintain regular and predictable attendance in alignment with departmental/divisional policy

Qualification

Trust document understandingCustomer relationship managementFinancial concepts knowledgeMicrosoft Office SuiteCTFA CertificationAnalytical skillsDetail orientationMultitaskingTeam collaborationCommunication skills

Required

Bachelor's degree

Understand financial concepts as related to investments, insurance, taxes, and estates

Ability to work collaboratively and cohesively within a team environment. Willingness to openly share information with others and readily offers support for others when possible

Ability to work with a variety of clients and professionals as well as employees of organization

Proficiency in writing and using electronic communication appropriately, consistent with FNBO policies

Demonstrated detail orientation and ability to multitask priorities

Strong analytical and decision-making skills

Demonstrated knowledge and use of relevant technology and comfort working with several forms of technology. (Microsoft Office Suite - Word, Excel, and PowerPoint, Trust Desk or similar platform)

Ability to listen attentively to customer's needs and respond accordingly

Ability to communicate confidently with a client demonstrating poise while speaking

Able to build credibility and trust by demonstrating knowledge and capabilities in multiple areas of the business among co-workers and clients