Fiduciary Services Associate - Hybrid/Remote - First American Bank

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

This hourly (non-exempt) position is responsible for working with Trust Officers, Family Office Advisors and Fiduciary Services Senior Associates in their management of assigned account relationships within wealth management.

Duties & Responsibilities:

• Set up and monitor all critical dates and deadlines and initiate appropriate action.

• Maintain imaged files for the department in the bank’s document management system.

• Input data and maintain the CRM system.

• Maintain forms, checklists, documents and maintain written procedures for all aspects of position.

• Understand and prepare/obtain all documentation required for account maintenance, transaction processing, opening and closing. Open and close accounts according to established procedures.

• Identify account exceptions and work with Trust Officer or Family Officer Advisor to resolve them.

• Communicate directly with clients and their advisors on basic transactional issues, both verbally and in written form.

• Complete client requests (i.e. deposits, transfers, distributions, reporting, address changes) in Wealth Management and Bank systems according to established procedures.

• Work with bank partners to assure timely resolution of service or account related issues.

• Prepare and/or coordinate appointments and compliance material for client meetings.

• Monitor marketing materials to assure current versions are available and handle incoming/outgoing mail distribution and overnight deliveries.

• Serve as an active member of any committee to which assigned and manage personal calendar to be available to attend all required meetings.

• Identify opportunities for operational efficiency and recommend improvements to streamline processes. Prioritize and adapt operational functions as business needs change, helping team members to assess the needs of the department and project urgencies.

• Conduct and complete additional assignments/projects as designated by management.

Qualifications:

• High School diploma or equivalent is required.

• Bachelor’s degree with a focus in business or related field is preferred.

• Minimum of two years of financial services, banking, or law firm experience with a concentration in client support or the completion of our FAB training program required.

• A history of academic and/or professional success with a persistent desire for professional development and a proven track record of achieving results.

• Must be professional and comfortable speaking with external and internal contacts, with a demonstrated ability to effectively tailor the message appropriately to the audience and situation.

• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.

• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.

• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.

• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.

• Proficiency with Microsoft 0365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.

• Experience with Trust Accounting Systems preferred.

• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.

• Occasional travel to other First American Bank locations, bank functions, and training facilities may be required.

• Typical scheduled hours are Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.

• Punctuality is required to maintain First American Bank’s customer service standards.