Company Summary

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 seven 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.

Job Summary

The Relationship Manager is responsible for the settlement of estates/trusts and the general administration of personal trust accounts including estates, trusts, guardianships, and agencies up to

and including complex situations.

Additional business development and account management responsibilities:

• Represents the company in direct contact with customers, attorneys, beneficiaries, and other related parties.

Development of external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations in order to sell investment

management and fiduciary administration business.

• Knowledge of fiduciary products and services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)

• Strong command of state probate code, including provisions specifically related to the management of special needs trusts

• Ability to review new trust or estate relationship documents for acceptability and mitigation of company liability

• Periodically reviews trust accounting software parameters and coding

• Obtains, directs, and updates account inventory values, account assets and account relationship information

• Initiates or approves payments or receipts to/from client accounts in accordance with terms of account governing documents

• Monitors account activity ensuring compliance with established company policies and procedures, rules, and regulations, including completion of annual Reg 9 reviews.

Job Qualifications:

• Bachelor’s degree or equivalent education and experience. J.D., CFTA, or similar professional fiduciary experience preferred

• 7-10 years’ experience in the fiduciary industry

This person must be well-organized, an independent thinker who can work without supervision, able to make timely decisions, detail oriented, have excellent customer service skills, a

superior communicator with both the spoken and written word, and familiar with Word, Excel, Outlook.

•Willing to learn how to efficiently use unfamiliar databases, willing to assist and constructively instruct direct reports and a team-player with employees in other departments; good with

meeting deadlines and easily adapts to ever-altering priorities.

Pay Range: $71,500- $110,000

This hiring range is a good faith and reasonable estimate of the salary range of possible compensation at the time of the posting, and is subject to change. The actual compensation offered will be determined by various factors, which may include a candidate’s education, training, experience, and geographic location.

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First American invests in its employees’ development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.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.