At FNBO, our employees are the heart of our story—and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Our Modern, Flexible Workplace:
We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. It is anticipated that an incumbent in this role will work remotely for three (3) or more days a week and will share a hoteling workspace when working onsite. Work location is subject to change based on business needs.
Summary of the Job:
The Trust Associate role is a junior relationship management role that will work closely with a small, designated team of Trust Advisors to help families identify and meet their financial goals and objectives. They will assist Trust Advisors in administering client relationships consisting primarily of revocable trusts, irrevocable trusts, estate and institutional expertise. The Trust Associate will organize and execute documents, generate reports, general correspondence and frequently act as the primary client touch point while resolving customer inquiries.
About This Role:
- Provide ongoing customer relationship management support to retain accounts and expand client relationships into the next generation.
- Research, resolve and respond to clients' inquiries/issues in a timely and professional manner.
- Perform necessary duties consistently and reliably to meet customer expectations.
- Understand and contribute to intended customer experience to foster the relationship.
- Assist with projects and general office duties as assigned.
- Prepare and maintain appropriate forms and documentation per direction of the Trust Advisor.
- Demonstrate knowledge of the organization's products/services and recommend proactive customer solutions.
- Anticipate needs from the Trust Advisory team.
- Communicate regularly with Trust Advisors regarding opportunities to enhance the relationship with clients.
- Identify areas where efficiency and process improvement are needed within own area of work.
Understand and comply with the Bank's policies, regulations and BSA/AML Program.
The Ideal Candidate for This Role:
Minimum Qualifications:
- Bachelor's degree
- Understand financial concepts as related to investments, insurance, taxes, and estates
- Ability to work collaboratively and cohesively within a team environment.
- Proficiency in writing and using electronic communication appropriately.
- Demonstrated detail orientation and ability to multitask priorities.
- Strong analytical and decision-making skills.
- Demonstrated knowledge and use of relevant technology.
- Ability to listen attentively to customer's needs and respond accordingly.
- Ability to communicate confidently with a client.
Preferred Qualifications:
- Previous experience in Trust or the Wealth Management industry.
- CTFA Certification
- Working knowledge of Wealth and Trust platform systems.
Compensation:
Compensation range (base pay): $60,830.00-$100,370.00.
Benefits Overview:
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: .
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
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