The Relationship Manager Associate II is a client-facing role that performs clerical functions in support of the Wealth Management department, specifically the processing and administration of trust accounts.

PRINCIPLE DUTIES AND RESPONSIBILITIES

1. Serves as integral support role for the client relationship; provides excellent customer service, coordinates communications and meetings, and assists with operational components for the account.
2. Assists with opening and closing trust accounts, arranging asset transfers, updating trust account records, paying bills, and disbursing proceeds.
3. Assists with the preparation of correspondence and client reports, and reports findings directly to other areas within the Bank, as applicable.
4. Ensures that client records are maintained, according to policy and procedure, either electronically or as hard copy.
5. Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
6. Remains up-to-date on the computer systems used to process client transactions, open and close accounts, and print client reports.
7. Assists the Relationship Managers with ensuring all department documents and functions of the department comply with applicable policies, procedures, laws and regulations.
8. Performs other duties as assigned.

EDUCATION AND/OR EXPERIENCE

• Bachelor’s degree, required.
• 1-2 years’ related experience as a trust assistant, or similar financial services position, preferred.

KNOWLEDGE, SKILLS, AND ABILITIES