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Trust Operations Support Specialist

Support and manage client accounts to ensure compliance and operational efficiency
Raleigh, North Carolina, United States
Entry Level
yesterday
First Citizens BancShares

First Citizens BancShares

First Citizens BancShares is a financial holding company providing banking services and products.

150 Similar Jobs at First Citizens BancShares

Job Position

This position supports Bank products or services within Trust Operations, in the execution of advanced operating activities. Works directly with individuals to address issues and respond to inquiries. Identifies discrepancies in accounts or data, coordinating with other parties to implement process enhancements. Facilitates workflow and ensures client satisfaction through the handling, processing, and servicing of requests. May occasionally guide less experienced specialists.

Responsibilities:

• Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.

• Operations - Performs various operational tasks that occur during customer, vendor, and/or associate inquiries.

• Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution. May handle escalated and complex support issues.

• Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. May assist in promotion and distribution of Bank products or services.

Qualifications:

Bachelor's Degree and 0 years of experience in Support, or Operations, or Customer Service OR High School Diploma or GED and 4 years of experience in Support, or Operations, or Customer Service

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at jobs.firstcitizens.com/benefits.

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Trust Operations Support Specialist
Raleigh, North Carolina, United States
Support
About First Citizens BancShares
First Citizens BancShares is a financial holding company providing banking services and products.