Posted 1mo ago

Trust Associate

@ The First National Bank & Trust Company
Chickasha, Oklahoma, United States
OnsiteFull Time
Responsibilities:Post transactions, Balance accounts, Coordinate with professionals
Requirements Summary:Bachelor’s degree preferred; four years related experience may substitute for education; banking/finance experience required; strong communication and accuracy.
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Job Description

About Us



The First National Bank & Trust Company is a leading financial institution with corporate offices in Chickasha, OK and bank locations in the surrounding area.



For more than 130 years, the bank has remained a strong and faithful community partner with expertise in a full range of banking services. We are excited for the future and our continued commitment to the bank’s mission.



At FNBT, we commit to promote the success of our customers and communities, provide high quality financial services and maintain a strong, safe financial institution.



Job Summary



We’re looking for a dynamic professional to join the FNBT Trust Services team. The ideal candidate is an energetic problem-solver who thrives in a fast-paced environment and remains poised while juggling multiple priorities. The ideal candidate is someone who can swiftly switch gears to meet evolving department and customer needs without missing a beat. We are a collaborative group offering a career-track position with flexible scheduling; job title and compensation will be tailored to your unique experience.



In this role, you will serve as the primary contact for specific accounts and customers, responding promptly and courteously to customer requests and concerns.



Essential Functions



Trust Accounting & Administration: Post daily transactions (receipts/disbursements), balance accounts, maintain safekeeping logs, and set up/close accounts based on court orders or legal documents



Asset & Cash Management: Monitor cash balances to prevent overdrafts, facilitate investment purchases/sales, identify and value assets, and ensure adequate insurance coverage for trust assets



Client & Professional Relations: Serve as a point of contact for beneficiaries, represent the bank in meetings, and coordinate with attorneys, accountants, and tax professionals to resolve customer account issues



Compliance & Discretion: Make independent, discretionary decisions regarding account distributions, set up fee schedules, and ensure all activities comply with fiduciary standards and regulations



This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.