Trust Associate - Omaha

First National Bank Of Omaha • Omaha, NE

400d • $60,830 - $100,370

About The Position

The Trust Associate role at FNBO is a junior relationship management position focused on assisting Trust Advisors in managing client relationships, primarily involving trusts and estates. The role emphasizes customer relationship management, document organization, and effective communication with clients and internal teams to ensure financial goals are met. The Trust Associate will also engage in administrative tasks and support projects as needed, contributing to a collaborative team environment.

Requirements

• Bachelor's degree
• Understanding of financial concepts related to investments, insurance, taxes, and estates
• Ability to work collaboratively within a team environment
• Proficiency in writing and using electronic communication appropriately
• Demonstrated detail orientation and ability to multitask
• Strong analytical and decision-making skills
• Demonstrated knowledge and use of relevant technology, including Microsoft Office Suite (Word, Excel, PowerPoint)

Nice To Haves

• Previous experience in Trust or the Wealth Management industry
• CTFA Certification
• Working knowledge of Wealth and Trust platform systems

Responsibilities

• Provide ongoing customer relationship management support to retain accounts and expand client relationships.
• Research, resolve, and respond to clients' inquiries/issues in a timely and professional manner.
• Perform necessary duties consistently and reliably to meet customer expectations.
• Assist with projects and general office duties as assigned.
• Prepare and maintain appropriate forms and documentation per direction of the Trust Advisor to complete transactions ensuring completeness and appropriate approvals.
• Demonstrate knowledge of the organization's products/services and recommend proactive customer solutions.
• Complete multiple tasks by prioritizing time with the team and communicating ongoing activities.
• Establish a good working relationship with peers to build trust and support.
• Follow-up with both clients and/or internal contacts to verify the clients' needs are being met.
• Identify areas where efficiency and process improvement are needed within own area of work.

Benefits

• Health savings account
• Disability insurance
• Health insurance
• Dental insurance
• Flexible spending account
• Tuition reimbursement
• Vision insurance
• 401(k) matching

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree