Wealth Relationship Manager Assistant I

Address

We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

Job Description:

Office Location:

Fulshear, Texas, United States

SCOPE/CONTACTS: 

The incumbent is in daily contact with customers face-to-face, by telephone, and by email.  Contact with other professionals is frequent, and there is constant contact with interdepartmental personnel.  The incumbent will assist in the development/retention of fiduciary and investment client relationships.  Assists customers with routine problems, account openings, and maintenance.  Must exercise good customer relations skills at all times.  Contacts include customers, prospects, officers and employees, attorneys, accountants, tax offices, insurance agents, and others requesting information concerning trust activities.   Results of work are reviewed, and performance is measured against specific goals. The physical effort required is light.  Incumbent does not lead or guide other employees.  Professional demeanor is a must.

MINIMUM QUALIFICATIONS:    

Most important to this position are customer relations, accuracy, speed, attention to numerous and various details, flexibility, judgment, and a courteous professional demeanor.  The position requires mathematical, communication, customer relations, and general business knowledge.  A minimum of one (1) year of clerical/administrative experience is required.  A college degree and/or trust/investment experience is preferred.  Candidate must be proficient in Microsoft Word, Excel, and typing. 10‑key by touch is also preferred. Proficiency in grammar and punctuation is also required.  Must also be able to handle multiple tasks and work under limited supervision.   Will be trained to use the Trust Accounting System.  Must be very reliable and have excellent communication skills.

ESSENTIAL FUNCTIONS:   The incumbent is responsible for answering telephone calls and greeting all customers entering the department and directing each to the proper individual, preparing routine correspondence, and assisting with special projects upon request.  Perform administrative duties, including making distribution to checking accounts, receiving customers and messages, paying employees of customers and assisting customers in accomplishing banking needs in other departments of the Bank, and filing/scanning of daily work & correspondence. The incumbent will be cross-trained in image capture processes. Generally, the incumbent is expected to assume their share of responsibility under established policies and procedures and plan and carry out work details.  Certain functions are under the specific direction of supervisors.  Responsible for posting debits and credits and understanding of accounting concepts in preparing these entries. Office is a fast-paced environment that requires strong multi-tasking.

Errors in this position could result in considerable time loss, loss of income to the account, charge‑off to the Bank, or loss of customers. Actively participate in the sales and service culture, support the organization's values, and follow established bank policies and procedures.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified, and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)