FirstBank Jobs

Description Wealth Management & Advisory Services (WMAS) Resources Account Analysts serve as proactive, client-focused, trusted financial partners to internal and external clients and are responsible for effective operational service in performing duties as assigned in one or more of the following areas of responsibility within the WMAS department: Relationship Support, Operational Account Management, Funds Processing and other areas of responsibility. Incumbents are responsible for maintaining compliance with State and Federal regulations, Bank policies, and legal requirements. Ensures accurate and timely review and completion of tasks assigned. Functions may encompass special projects, training support, policy and procedure review and development, work improvement and technical support across multiple teams and platforms. Positively supports management and leads team through philosophy and policy change. ESSENTIAL FUNCTIONS Production and Compliance: Demonstrates strong attention to detail with the ability to organize and prioritize daily workflow and handle multiple tasks in order of importance, while minimizing risk to the Bank. Performs as 'gate keeper' for all requests for action from Relationship Teams. Ensures all requests have necessary documentation. Manages every request for action with the highest degree of scrutiny to ensure any errors are caught and resolved prior to client impact occurring or creation of an audit exception. Meets deadlines for critical objectives and completes assigned job functions in a timely manner. Provides exemplary customer service for both internal and external relationship. Provides proactive error resolution on issues and professionally responds to emails, calls, or service requests. Supports a team environment by utilizing courteous and tactful interpersonal communication skills and working cohesively with diverse groups of people who are involved in a wide variety of roles. Applies system knowledge to recognize, analyze & research variances and resolve complex issues. Assists in achieving goals to meet service level agreements and department goals, while providing quality service to our clients by assisting Relationship Teams with prompt, timely and accurate information as needed to support client relationships. Provides assistance to WMAS Department staff members on issues/problems of complexity and can resolve most issues on own. Maintains confidentiality of information as well as controls and protects all bank sensitive information and materials, even if not related to assigned area. Interfaces directly, on a timely basis, with trust administration, internal and external sources in the resolution of work related to inquiries, problems or discrepancies, as they arise, handling urgent and confidential matters to ensure proactive solutions and continued goodwill. Balances and verifies figures, computes totals, and prepares routine accounting entries from reports and forms. Responsible for cross training peers effectively by preparing a training plan, answering questions, conducting timely audit of tasks to ensure effective feedback to trainee, communicating training progress to management and updating related procedures as processes change. Supports team as a subject matter expert on multiple WMAS Resources tasks. Serves as a trusted business partner by answering Relationship Team questions promptly and effectively, suggesting expert solutions within assigned realm; seeks counsel from Resource Manager as needed for solving unique or difficult problems. Performs daily or periodic analysis for accounts or scenarios to determine customer impact, risk rated accounts, or alerts management to potential bank risk with high-risk behaviors. Responsible for working knowledge of all department policies to ensure WMAS Resources actions support all policies. Reports any exception to procedure or policy to management