Senior Client Liaison

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Provides a wide range of support within the Trust department. Performs clerical tasks related to the administration of trust accounts.

Essential Functions

• Provides a wide range of support within the Trust department.
• May act as the team’s resource and subject matter expert.
• Performs complex clerical tasks related to the administration of trust accounts for which the institution acts as trustee, depositor or agent.
• Assists Trust Officers on less sensitive accounts or specific assets within accounts.
• Makes recommendations to senior administrators and officers regarding complex issues.
• Prepares court appearances and audits.
• Assures file documentation is maintained and current.
• Follows department’s processes and procedures in daily activities, actively identifies areas of improvement and recommends solutions.
• Actively contributes to the results of a team and works toward achieving goals and objectives.

Job Complexities & Impact

• Tasks are generally more complex in nature and usually involve evaluation, originality and judgment

Supervision Received or Extended

• No formal supervisory responsibility but is resource to less experienced team members
• Works under general supervision applying well established techniques, procedures or specific standards

Knowledge and Skills/Technology Used

• Strong knowledge of fundamental concepts, practices and procedures of particular function/department/field
• Excellent verbal and written communication skills
• Establishes effective working relationships at the department level

Typical Education

• High School diploma or equivalent
• Some college preferred

Typical Range of Experience

• 3-5 years of trust administrative experience

The pay range for this role is $49,550.00- $66,075.00

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.  Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal work hours and/or responsibilities from time to time, as needed. 

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.