Trust Relationship Analyst NE
First Financial Bank
Abilene, United States of America
19 days ago
Role details
Contract type
Permanent contract Employment type
Full-time (> 32 hours) Working hours
Regular working hours Languages
English Experience level
JuniorJob location
Abilene, United States of America
Tech stack
Spreadsheets
Software Systems
Job description
Provide support to senior Trust Officers through assisting with client communications, meeting preparation, coordination of account transactions, client account reviews, preparation of materials for clients and/or other Officers as well as other client related projects as determined necessary. Contacts include clients, officers, and employees. Outside contacts include attorneys, accountants, insurance agents, and prospective clients., * Incumbent is responsible for assisting in the client on-boarding process.
- Preparation of materials for client meetings, researching account issues, facilitating client requests, creating, and managing monthly spreadsheets, learning various software systems, assisting with estate administrations and other projects as necessary.
- Actively participate in the sales and service culture, support the values of the organization, and follow established policies and procedures.
Requirements
- Bachelor's degree desired. Accounting or Finance degree is preferred.
- A minimum of 6 months experience in related field.
- Self-motivation, confidence, strong inter-personal and communication skills are required. Accuracy, attention to detail, dedication, and critical thinking/reasoning skills are essential.
About the company
We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.