This position will be located in Searcy, AR.
Basic Function:
This position is responsible to act as a client relationship manager and liaison between customers, tax, accounting, legal and operations personnel. Strong interpersonal skills are required. This position is to support Trust Department Officers with emphasis in client-relationship management.
Essential Duties andResponsibilities
- Act as a client relationship manager and liaison between customers, tax, accounting, legal and operations personnel. Strong interpersonal skills are required.
- Responsible for the daily administration of customer accounts. Examples of daily administration would include tracking dates and deadlines, timely deposit, withdrawal and transfer of funds, periodic customer reporting and presentation, tax worksheet preparation, document filing system.
- Prepare and manage daily account maintenance documents, ticklers and account exceptions.
- Support Trust Officers and operations staff as needed in account maintenance, daily transactions, and record keeping pursuant to Department Policy and Procedure Guidelines.
- Independently investigate and request from operational support any corrections to errors of daily account transactions.
- Present funds and/or invoices for payment received from customers or vendors to Officers.
- Sends welcome packets to new account holders as a follow up and offering other banking services.
- Sends trade and activity confirmations and/or invoices for Trust Department fees to customers pursuant to administrative agreements.
- Prepares and manages officer reports as requested
- Complies with all internal and external professional development training
- Attend department and company meetings/trainings which may be outside of regularly scheduled work hours.
- Perform any other related duties as required or assigned.
Qualifications/requirements
- Bachelor’s degree preferred, but not required.
- Knowledge of general estate planning principles, general income tax, Uniform Principal and Income Act, Arkansas Probate Code and Arkansas Uniform Trust Code preferred.
- Experience working with trusts, securities, real estate, loans, or valuations desired.
- Self-starter and able to work as a team
- Strong attention to detail and organization skills is a must
- Strong literacy skills
- Good communication/phone skills
- Able to work responsibly with confidential material with little supervision
- Able to multi-task and work in a fast paced environment
- Should be customer service driven
- Professional appearance
- Proficient computer skills (Microsoft Excel preferred)
- Able to sit and/or stand for long periods
- Able to attend after hours meetings or events
Reasonableaccommodations may be made to enable qualified individuals with disabilities toperform the essential functions. First Community Bank is an EO employer – Veterans/Disabled and other protected classes.
