Trust Operations Specialist
Listed on 2026-07-09
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Finance & Banking
Banking Operations, Bank Customer Service, Financial Analyst
Join Our Team as a Trust Operations Specialist!
Are you detail-oriented, organized, and enjoy working behind the scenes to support exceptional client service? Commercial Bank & Trust is looking for a Trust Operations Specialist to join our Trust team!
This is an excellent opportunity for someone who enjoys working with financial information, problem-solving, and being part of a collaborative team.
What You'll DoAs a Trust Operations Specialist, you'll play a key role in supporting our Trust Department by:
- Processing trust and investment transactions accurately and efficiently.
- Reconciling accounts and maintaining financial records.
- Assisting with payments, wire transfers, and scheduled account transactions.
- Supporting investment activity and account maintenance.
- Working with trust officers, investment advisors, and other team members to ensure exceptional service.
- Helping maintain accurate records while following bank policies and regulatory requirements.
- Accounting degree or at least five years of accounting experience.
- Strong attention to detail and organizational skills.
- Excellent communication and customer service skills.
- Proficiency with Microsoft Office.
- Basic understanding of investment securities is a plus.
- A positive attitude and a willingness to learn and collaborate.
At CBTC, our core values—Integrity, Respect, Trust, Client Service, Collaboration, Accountability, and Community Commitment—guide everything we do. Join a team that values people, supports your growth, and is committed to making a difference every day.
Commercial Bank and Trust Company is an Equal Opportunity Employer - Vets/Disabled
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