Trust Operations Specialist

Responsible for daily input of client postings and supports the general operation of the Trust Department.

• Provides exceptional customer service to clients either by telephone or in person upon customer's arrival in Department.
• Receives and directs Department incoming calls.
• Performs balancing of daily operations work.
• Opens, closes and maintains accounts on trust operating system.
• Performs oil and gas processing.
• Performs Automatic Cash Management System, ACMS, trades and all outgoing wire.
• Releases disbursements and check printing.
• Provides back‑up for Trust Operations Officer, including daily balancing and securities movement.
• Maintains a constant state of alertness and works in a safe manner.
• Completes required BSA/AML training and other compliance training as assigned.
• Performs any other related duties as required or assigned.

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

High school or GED, plus specialized schooling and/or on-the‑job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 3 years related experience and/or training, or equivalent combination of education and experience.

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, general public and other employees of the organization; ability to read, analyze, and understand general business/company‑related articles and professional journals;

ability to speak effectively before groups of customers or employees.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

Not indicated.

Not indicated.

Intermediate:
Word Processing/Typing

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Spreadsheet

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high‑level diversity and decision‑making.

While performing the functions of this job, the employee is frequently required to use hands to finger, handle, or feel, talk or hear; and occasionally required to stand, walk, sit, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

• Must have excellent organizational, interpersonal, communication and customer service skills;
• Must be excellent at performing data entry with minimal errors;
• Must have the ability to multi‑task and handle dealings with multiple priorities;
• Must have proficient skills in Microsoft Word and knowledge of Excel.

Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.