Trust Relationship Analyst NE

First Financial Bank • Abilene, TX

2d • Onsite

About The Position

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.

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.

Responsibilities

• 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.
• Follow established policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level