Trust & Fiduciary Support Specialist

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Truist Financial Corporation in Raleigh, NC is seeking a Trust Support Specialist to assist with personal trust administration for a diverse, affluent client portfolio. You will support Trust Advisors and coordinate with Wealth team members to deliver exceptional service.

Responsibilities include processing routine transactions, maintaining client records, leveraging trust systems, responding to client inquiries, and contributing to a high-performance, One Team culture.

Qualifications

• Undergraduate degree or 1+ years of banking experience.
• Excellent organizational skills with the ability to manage multiple tasks.
• Flexible and able to adapt to change in a fast-paced environment.
• Strong knowledge of bank policy and procedures.
• Strong problem-solving skills.
• Contributes to a positive team environment and One Team approach.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette.
• Ability to travel, occasionally overnight.

Responsibilities

• Facilitate day-to-day transactional needs of the client base, including deposits, distributions, payments, transfers or other routine transactions.
• Enter and maintain appropriate client records including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintains appropriate documentation of client transactions.
• Utilize various trust systems to affect transactions, monitor accounts, and create reports.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation.
• Prioritizing fiduciary activities that enable quality client interaction.
• Assist with special projects for Fiduciary Group Support Leader.
• Continually render extraordinarily responsive and personal service to our Wealth Clients.
• Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units

Skills

Organizational Skills

Adaptability

Bank Policy

Problem Solving

Teamwork

Relationship Mgmt

Communication

Customer Service

Travel

Education/Experience

Education

Undergraduate degree or 1+ years of banking experience

Job description

Truist Financial Corporation in Raleigh, NC is seeking a Trust Support Specialist to assist with personal trust administration for a diverse, affluent client portfolio. You will support Trust Advisors and coordinate with Wealth team members to deliver exceptional service.

Responsibilities include processing routine transactions, maintaining client records, leveraging trust systems, responding to client inquiries, and contributing to a high-performance, One Team culture.