Relationship Manager Associate II

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The Relationship Manager Associate II is a client-facing role that performs clerical functions in support of the Wealth Management department, specifically the processing and administration of trust accounts.

PRINCIPLE DUTIES AND RESPONSIBILITIES

• Serves as integral support role for the client relationship; provides excellent customer service, coordinates communications and meetings, and assists with operational components for the account.
• Assists with opening and closing trust accounts, arranging asset transfers, updating trust account records, paying bills, and disbursing proceeds.
• Assists with the preparation of correspondence and client reports, and reports findings directly to other areas within the Bank, as applicable.
• Ensures that client records are maintained, according to policy and procedure, either electronically or as hard copy.
• Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
• Remains up-to-date on the computer systems used to process client transactions, open and close accounts, and print client reports.
• Assists the Relationship Managers with ensuring all department documents and functions of the department comply with applicable policies, procedures, laws and regulations.
• Performs other duties as assigned.

EDUCATION AND/OR EXPERIENCE

• Bachelor's degree, required.
• 1-2 years' related experience as a trust assistant, or similar financial services position, preferred.

KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent communication skills, both verbal and written.
• Honesty and respect for confidential information.
• Strong attention to detail and organization skills.