Trust Associate, Specialty Services
Company: First National Bank
Location: Fort Collins
Posted on: January 9, 2022
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
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
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
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
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
* 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
* 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
* 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
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
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
* 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
* 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
* 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.
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 TAGAdmin@fnni.com. 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
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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