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Trust Associate, Specialty Services

Company: First National Bank
Location: Fort Collins
Posted on: January 9, 2022

Job Description:

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.

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 trust relationships consisting primarily of revocable, irrevocable trusts and estate accounts. The Trust Associate will organize and execute documents, generate reports, general correspondence and frequently act as the primary client touch point while resolving customer questions.

Job Specific Responsibilities/Accountabilities:

Provide ongoing customer relationship management support to accounts of the Trust Advisory team. Research and resolve existing clients' inquiries/issues and respond to all customer requests in a timely and professional manner. Ask the right questions and listen to customers to gain an understanding of their needs, accurately identify and define customers' needs or issues. Perform necessary duties consistently and reliably to meet customer expectations. Understand and contribute to intended customer experience of helpful, easy and personal. As needed to foster the relationship and perform duties as requested, regular and professional communication with centers of influence (i.e. accountants and attorneys).

Ability to read and understand the complexities of a Trust document in order to manage the opening, funding, closing and transferring processes as well as regular maintenance of accounts according to bank policies and guidelines within the designated trust platform system.

Prepare and maintain appropriate forms and documentation per direction of the Trust Advisor to complete transactions ensuring completeness and appropriate customer, co-fiduciary, advisor, officer and/or committee approvals.

Build understanding and knowledge of standards of excellence. Apply quality standards and ensure accuracy and completeness of individual work output in the following areas:

* Prepare and print finalized documents, review for accuracy and prepare for customer signature.
* Scan all applicable documents, route to appropriate systems and perform quality audit of documents after routing is complete.
* Accurately process and track receipts/on-site deposits and disbursements.
* Execute new requests for discretionary distributions and prepare appropriate documentation based on trust language; obtain appropriate Trust Advisor or committee approvals; track and proactive preparation of existing requests before exhaustion.
* Review Authorized payments to ensure available cash and prevent overdrafts.
* Prepare fee project letters, input fee changes and ensure collection of final fees at account closure.
* Monitor and complete letters and forms for IRA required minimum distributions.
* Assist with Investment objectives and prepare updated forms.

Demonstrate knowledge of the organization's products/services and recommend proactively customer solutions.

Anticipate needs from the Trust Advisory team. Prioritize and complete multiple tasks by prioritizing time with the team and working together to communicate ongoing activities.

Communicate on a regular basis with Trust Advisors regarding opportunities to enhance the relationship with customers.

Establish polite and candid rapport with peers to build trust and support. Develop awareness of how assigned duties and tasks integrate with and affect the work of others. Develop and maintain strong relationships with business partners across the organization to facilitate everyday transactions.

Follow-up with both customers and/or internal contacts to verify the customers' needs are being met.

Facilitate and monitor exception decisions to ensure no unnecessary delays impact workflow or customer expectations.

Identify areas where efficiency and process improvement are needed within own area of work. Regularly use process improvement tools and techniques to assess and simplify workflow.

Report any known violations of compliance policy, laws, or regulations.

Understand and comply with the Bank's BSA/AML Program, which includes, but is not limited to the following:

Comply with the Bank's Customer Identification Program and Customer Due Diligence Policy

Identify, monitor and report suspicious activity

Complete BSA/AML/Compliance training in a timely manner as directed by management

Understand and adhere to all bank policy, laws and regulations applicable to role.

Exhibit professional behavior and promote a positive work environment, contribute to the team and understand and strive toward department goals.

Maintain regular and predictable attendance in alignment with departmental/divisional policy.

Minimum Qualifications:

* Bachelor's degree with previous experience in Trust or the Wealth Management industry preferred.
* Ability to work collaboratively and cohesively within a team environment. Willingness to openly share information with others and readily offers support for others when possible.
* Ability to work with a variety of customers and professionals as well as other officers and employees of organization.
* Proficiency in writing and using electronic communication appropriately, consistent with FNBO policies.
* Demonstrated detail orientation and ability to multi task priorities.
* Strong analytical and decision making skills.
* Demonstrated knowledge and use of relevant technology and comfort working with several forms of technology. Working knowledge of Wealth and Trust platform systems. (Microsoft Office Suite Word, Excel, and PowerPoint, Trust Desk or similar platform)
* Ability to listen attentively to customer's needs and respond accordingly.
* Ability to communicate confidently with a customer demonstrating poise while speaking.
* Able to build credibility and trust by demonstrating knowledge and capabilities in multiple areas of the business and build trust and confidence among co-workers and customers.


Compensation range (base pay): $65,982.00-$105,477.00

IMPORTANT - This range is for the primary posting location of: Boulder, CO - Iris Branch

Final compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

* 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:

For additional information regarding compensation and benefits, e-mail FNBO at To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20212399

Equity, Diversity, & Inclusion:

FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full FNBO Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

Keywords: First National Bank, Fort Collins , Trust Associate, Specialty Services, Other , Fort Collins, Colorado

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