Trust Relationship Manager

Job Description

Address

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.

San Angelo, Texas, United States

Provide support to more senior Trust Officers through assisting with client communications, meeting preparation, coordination of account transactions, preparation of materials for customers and/or other Officers as well as other projects as determined necessary. Internal contacts include clients, Officers, Bank Board members, and employees. Outside contacts include attorneys, accountants, other centers of influence, and prospects.

• Incumbent is responsible for assisting in the client on-boarding process, preparation of materials for client meetings, research account issues, facilitating client requests, creating and managing monthly spreadsheets, learning various software systems, and other projects as necessary.
• Additionally, may administer a small book of clients depending on need and performance.
• Actively participate in a culture of relationship development and service, support the values of the organization and follow established policies and procedures.

• Bachelor’s degree required, preferred area of study in Accounting, Finance or Business.
• Networking, relationship development, business development/sales, critical thinking and communication skills are also required.
• Accuracy, attention to detail, self-motivation, dedication and critical thinking/reasoning skills are extremely important.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

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)