Trust Associate: Client Relations & Estates

First National Bank of Omaha; Omaha (NE); Hybrid; USD 63,288 - 104,425; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Tuition Assistance

Growth Opportunities

Job summary

First National Bank of Omaha is seeking a Trust Associate to support Trust Advisors in managing client relationships and handling revocable/irrevocable trusts, estates, and institutional matters. You will organize documents, generate reports, and serve as a primary client touchpoint while resolving inquiries.

You will collaborate with a small team, read trust documents, open/fund/close accounts, and contribute to process improvements while upholding bank policies and compliance standards.

Qualifications

• Ability to work collaboratively in a team and share information.
• Strong analytical and decision‑making capabilities.
• Attention to detail with multitasking ability.
• Proficient written and verbal communication with clients.
• Comfort with technology and Trust platform tools.

Responsibilities

• Provide ongoing client relationship management support to retain and expand accounts.
• Read and understand trust documents to manage openings, funding, and transfers.
• Prepare forms and documentation for Trust Advisors and approvals.
• Proactively suggest client solutions based on product knowledge.
• Communicate regularly with Trust Advisors to enhance client relationships.
• Ensure compliance with Bank policies and BSA/AML requirements.

Skills

Team collaboration

Analytical skills

Detail orientation

Multitasking

Active listening

Professional communication

Credibility and trust

Tech literacy (MS Office)

Education

Bachelor's degree

Tools

Trust Desk

Microsoft Office Suite

Job description

First National Bank of Omaha is seeking a Trust Associate to support Trust Advisors in managing client relationships and handling revocable/irrevocable trusts, estates, and institutional matters. You will organize documents, generate reports, and serve as a primary client touchpoint while resolving inquiries.

You will collaborate with a small team, read trust documents, open/fund/close accounts, and contribute to process improvements while upholding bank policies and compliance standards.