Supervisor, Trust Operations

Role Overview

• Processes and reconciles complex transactions for assigned system applications
• Handles complex transactions related to an area of technical expertise
• Acts as a source of reference and control point of quality
• Interacts with customers at a higher level by responding to inquiries and resolving problems
• Processes and data enters cash transactions for purchases and sales of assets
• Prepares related general ledger, DDA entries, and wire settlement
• Monitors re-organization notifications and determines the impact on accounts
• Balances asset dividend and interest income
• Provides assistance to staff members on complex issues
• Verifies transaction accuracy and performs account maintenance
• Ensures accuracy and compliance with established policies and procedures
• Opens new accounts and monitors all opening activities
• Drafts correspondence for Relationship Manager’s review
• Monitors customer account cash flow and notifies of overdrafts

Requirements

• High School Diploma, GED or equivalent amount of training and experience
• 5 years of Trust, securities, or bank operations experience
• American Bankers Association courses or other education in banking preferred
• Proficient in Microsoft Office Software (Word, Access, Excel)
• Strong organizational and time management skills
• Strong written and interpersonal communication skills
• Strong analytical skills
• Ability to work well in a team environment with little direct supervision
• Ability to train other staff
• Ability to assist in the development of key internal procedures and controls

Benefits

• Equal Opportunity/Affirmative Action Employers
• Teamwork
• Personal Responsibility