Trust Securities Operations Supervisor - Asset Maintenance

About the Role

• The Trust Operations Supervisor – Asset Valuations is responsible for managing all aspects of the team’s transactional and account activity processing and personnel.
• In partnership with the team manager, responsible for maintaining efficient operations, quality of service, and compliance standards across multiple asset and client types.
• Oversee the daily operations of the team.
• Review and interpret client submissions to successfully accomplish processing activities.
• The primary goal of the team is to ensure compliant, accurate, and timely processing of client, asset sponsor, and third‑party requests.
• Responsible for the day‑time leadership of the team, including mentoring and coaching in a challenging and ever‑changing work environment.
• Ensure all team‑related goals pertaining to operational excellence and client service are met or exceeded.
• Work collaboratively with multiple internal and external partners and proactively pursue alternative ways to gain efficiencies related to team processing activities.
• Review team processing activities and approve securities transactions in the trust accounting system.
• Ensure all activities and transactions are processed timely and accurately according to the relevant documentation, incorporating control standards to reduce operational and regulatory risk.
• Ensure all documentation related to activities is appropriately archived and noted in Salesforce.
• Oversee and monitor daily team processes to ensure all deadlines are met and processing is completed in a timely, accurate manner and aligned with quality‑control expectations.
• Oversight activities include quality assurance review of team processes to ensure adequate processing and timely client contact, and team email/call review to ensure proper handling of client escalations.
• Delegated authority and expectation to quality control review and approve cash transactions of a specified mid‑tier dollar amount.
• Provides mentoring, coaching, and training to support and develop team members.
• Responsible for supervisory duties including performance evaluation, coaching, handling grievances, scheduling, approving timesheets, hiring, firing, etc.
• Train new hires and existing employees on new and existing processes and complex activities.
• Assist manager in executing on team projects and initiatives.
• Ensure team adheres to all procedures and policies related to client contact and team processing activities.
• Utilize extensive knowledge of company and team processes and policies to handle and resolve escalated client issues with a client centric focus.
• Assist manager in formulating procedures and job aids and ensure they remain up to date and accurate.
• Build strong relationships with other leaders and key personnel throughout the organization.
• Evaluate exceptions and use judgment and business experience in determining next steps.
• Assist team members in resolving complex transactions involving regulatory sensitivity, client escalations, and situations with elevated operational risk.
• Partner with Sales and Relationship Management team on High Net Worth accounts for transactional and support growth initiatives.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
• Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job‑specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”.
• May perform other duties as assigned.

• Bachelor’s degree in related field or equivalent financial services experience required.
• 5+ years financial…