Estate Settlement Associate
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About The Position
Support the Estate Settlement team in every aspect of servicing the client base to ensure greater client satisfaction, client retention, and compliance with all policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow System, and all trust operations functions. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
