Wealth Relationship Assistant: Client Services & Admin

First Financial Bank Texas; College Station (TX); Vor Ort; USD 42.000 - 52.000; Vollzeit

Zusammenfassung

First Financial Bank Texas in College Station, Texas, seeks an experienced banking office professional to handle client interactions and administrative duties within the fiduciary area. You will assist in developing and retaining trust relationships while providing routine banking support to customers.

The role requires strong customer service, accuracy, and multi-tasking abilities in a fast-paced environment; college degree and trust experience are preferred.

Qualifikationen

• Minimum of one year of clerical/administrative experience.
• College degree and/or trust/investment experience preferred.
• Proficiency in Microsoft Word, Excel, and typing; 10-key by touch preferred.
• Must be reliable with excellent communication and multi-tasking abilities.
• Cross-trained in image capture processes and familiar with Trust Accounting System.

Aufgaben

• Answer telephone calls and greet customers; direct to proper staff.
• Perform administrative duties and handle routine banking tasks across departments.
• Support trust activities and assist in development/retention of client relationships.
• Maintain professional demeanor and accuracy in all interactions.
• Handle multiple tasks in a fast-paced environment.

Kenntnisse

Customer relations

Accuracy

Speed

Detail orientation

Flexibility

Judgment

Professional demeanor

Mathematics

Communication

General business knowledge

Ausbildung

College degree

Tools

Microsoft Word

Excel

Typing

10-key by touch

Jobbeschreibung

First Financial Bank Texas in College Station, Texas, seeks an experienced banking office professional to handle client interactions and administrative duties within the fiduciary area. You will assist in developing and retaining trust relationships while providing routine banking support to customers.

The role requires strong customer service, accuracy, and multi-tasking abilities in a fast-paced environment; college degree and trust experience are preferred.