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Description
The Citizens Bank Trust Associate (TA) role is accountable for providing exceptional service to our ultra high new worth trust and estate clients and is part of our client facing trust and estate team.
The Trust Associate assists the team in managing the day-to-day activities of our fiduciary clients including new client onboarding, client service and client retention as directed by Senior Trust Officers (STOs) and / or Trust Officers (TOs).
The TA will have knowledge of the wealth management industry and have experience in working with clients on matters related to trust services and planning as well as an understanding of investment and banking operations needs.
The TA also works with STOs / TOs to administer trust and estate accounts consistent with the terms of the account’s governing document and Bank policies and procedures.
Strong client service, communication and relationship management skills as well as attention to accuracy and compliance are key components for this position.
Works along with STOs / TOs and specialized team members to resolve daily client needs.
Qualifications
Hours & Work Schedule
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status / parenthood, medical condition, military or veteran status, national origin, pregnancy / childbirth / lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and / or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Last updated : 2024-05-08
Full Time
Lending & Credit
$93k-119k (estimate)
05/10/2024
05/14/2024
citizensebank.com
SALEM, OR
100 - 200
1957
THOMAS A SVOLEANTOPAULOS
$10M - $50M
Lending & Credit
Welcome to locally owned Citizens Bank, the area's premier community bank. We proudly provide comprehensive banking services to businesses and individuals in 13 Willamette Valley communities. At Citizens Bank, we believe that our success is directly linked to the overall health of the region we serve. Since 1957, we have committed ourselves to improving the communities in which we live, work, and play. We honor that commitment daily by providing a full range of banking services with a personal, hometown touch; by supporting the continued prosperity of local businesses; and by emphasizing hones...ty, integrity, and fairness in our relationships with customers, co-workers, and neighbors. Citizens Bank: Good Business. Good Friends. Member FDIC, Equal Housing Lender
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The job skills required for Trust associate include Planning, Wealth Management, Client Relationship, Client Service, Relationship Management, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust associate positions, which can be used as a reference in future career path planning. As a Trust associate, it can be promoted into senior positions as a Trust Officer III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust associate. You can explore the career advancement for a Trust associate below and select your interested title to get hiring information.