Banking Services, Cash Flow, Customer Support/Service, Onboarding, Regulatory Compliance, Sales, Service Level Agreement (SLA), Transaction Processing/Management
Location: Froisco, TX & Charlotte, NC (Hybrid)
Duration: 12 Months The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.
Key Responsibilities and Duties
- Manages the set-up, implementation, and administration of trusts and estates.
- Monitors transactions, cash flows, and account activity.
- Counsels clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
- Reviews portfolios to ensure that they are in compliance with laws and regulations.
- Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3 Years Required; 5 Years Preferred
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