Trust System Analyst

First Financial Bank

17d•Onsite

About The Position

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. Job Description: OFFICE LOCATION: Abilene, Texas, United States SCOPE/CONTACTS: Bank contacts include customers, officers and employees; outside Bank contacts include public accounting firms, trust clients, Internal Revenue Service, trust accounting software vendors, and other requesting information concerning trust activities. ESSENTIAL FUNCTIONS: Act as the Trust systems expert for all areas of trust: Administration, Investments, Compliance and Operations. The analyst responds to end-user questions by reviewing documentation or contacting the system vendor. The analyst works with technical staff on current systems modifications and new systems development. The analyst is responsible for testing modifications/development to ensure they meet defined requirements. The analyst will prepare, distribute, and present system documentation to end users in addition to preparing ad-hoc reports. The analyst must be able to assist in account balance and data reconciliation in situations where customers are being impacted and production is being delayed and assist in notifying technical staff. PRINCIPAL ACCOUNTABILITIES: Liaison: Investigate and evaluate production issues; communicate issues to developers/vendors. Advise end users of issue resolutions. Report system information to end-users. Possess extensive knowledge of trust accounting system as well as be familiar with interfacing applications. Investigate and maintain on-going relationships with users, developers and vendors. Identify and document business needs. Project management: Assist with the management of large, complex multi-phased projects; document, analyze and communicate possible benefits and drawbacks of each project; make recommendations; manage project activities to ensure implementation and high quality results are achieved. Ad hoc reporting: Work with the Business Analyst and Data Analyst to develop moderately difficult data gathering for analysis, using automated data extract, filtering and manipulation techniques. Based on experienced understanding of data elements, correlate data gathering results to business situations. These business situations are usually requested from end-users, senior management, auditors & regulators. Trust intranet: Control materials placed on the Intranet, maintain organization of Intranet, and ensure adequate testing of updates to site. Training: Develop and conduct training programs in support of Trust systems use. Help develop and document departmental procedures. The above statements reflect the general details considered necessary to decide principal functions of the job identified and shall not be construed as a detailed description of all work requirements that maybe inherent in the job. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) What Makes Us Unique? You. Since 1890, First Financial has been serving the financial needs of customers in every neighborhood, just like yours. Not just through good times, but during difficult years too. We survived the Great Depression, the collapse of the Texas economy in the 1980s, and the Great Recession. Throughout it all, we remain a place of stability and trust for our customers. While other banks have come and gone, First Financial continues to grow through acquisitions, new branches, and the expansion of our services. It goes without saying, First Financial is not your everyday bank. Our “One Bank, Multiple Regions” concept combines the best of “Big Bank” customer benefits with the local decision making and involvement of a community bank. The Company includes multiple banking regions with 79 convenient locations throughout Texas, and we offer convenient banking options with a local, personal touch. And because we’re one bank, you can visit any of our locations and receive the same friendly service. Much of our success comes from the lifelong relationships we’ve built with people just like you. Providing excellent customer service and education is the focus of everything we do. Our customer education includes training to understand how to improve credit, apply for a home loan, and utilize our products and services. Every day we’re here to help you make sound financial decisions. And don’t be surprised if you step through the door and see a familiar face. Many of our employees are leaders in the community. After all, being involved with the community is an important part of who we are. Discover for yourself how at First Financial, it’s You First.

Requirements

A minimum of a four-year college degree (BA, BS, BBA) with a minimum of 3-5 years of experience in trust operations, banking, and or investments.
Thorough knowledge of trust accounting system and investment performance system, as well as interfaces with other systems.
The ability to perform and complete assignments with minimal guidance.
The ability to retrieve information from systems using report writers.
The ability to interact with end-users and vendors is essential.
Must possess analytical skills to solve problems and determine and assess impact or action to be taken to correct problems with account and security data.
Must be able to multi-task, supporting day-to-day production issues and new assignments along with the ability to lead projects.
Strong quantitative, analytical, and conceptual thinking skills/characteristics is essential as is being technically proficient in software including MS Word, Excel, Power Point and Project.

Nice To Haves

Salesforce CRM experience is a plus.

Responsibilities

Act as the Trust systems expert for all areas of trust: Administration, Investments, Compliance and Operations.
The analyst responds to end-user questions by reviewing documentation or contacting the system vendor.
The analyst works with technical staff on current systems modifications and new systems development.
The analyst is responsible for testing modifications/development to ensure they meet defined requirements.
The analyst will prepare, distribute, and present system documentation to end users in addition to preparing ad-hoc reports.
The analyst must be able to assist in account balance and data reconciliation in situations where customers are being impacted and production is being delayed and assist in notifying technical staff.
Investigate and evaluate production issues; communicate issues to developers/vendors.
Advise end users of issue resolutions.
Report system information to end-users.
Possess extensive knowledge of trust accounting system as well as be familiar with interfacing applications.
Investigate and maintain on-going relationships with users, developers and vendors.
Identify and document business needs.
Assist with the management of large, complex multi-phased projects; document, analyze and communicate possible benefits and drawbacks of each project; make recommendations; manage project activities to ensure implementation and high quality results are achieved.
Work with the Business Analyst and Data Analyst to develop moderately difficult data gathering for analysis, using automated data extract, filtering and manipulation techniques.
Based on experienced understanding of data elements, correlate data gathering results to business situations.
These business situations are usually requested from end-users, senior management, auditors & regulators.
Control materials placed on the Intranet, maintain organization of Intranet, and ensure adequate testing of updates to site.
Develop and conduct training programs in support of Trust systems use.
Help develop and document departmental procedures.