About this role
Role Overview
- Supporting the daily operational activities of Institutional Trust and Custody clients
- Executing electronic funds transfers
- Processing the receipt and delivery of assets
- Supporting net settlement, trade, and investment activities
- Providing benefit payment support
- Performing master trust–related functions
- Managing document retention requirements
- Completing other operational support tasks as assigned
- Working closely with Account Managers and Relationship Managers to support client needs
- Promoting client satisfaction and contributing to relationship growth
- Identifying opportunities to enhance service delivery
- Taking a proactive approach to identifying potential operational risks, compliance concerns, and indicators of fraudulent activity
Requirements
- High school diploma or equivalent
- Three or more years of customer service experience
- Thorough knowledge of general banking and trust products
- Advanced knowledge of cash and security transactions and trust operations
- Proven commitment to quality customer service
- Well-developed ability to timely and accurately process daily work/transactions
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law