Trust Operations Associate

Position Description

Trust Operations Associate

Identifying Information: LCNB National Bank

• Department:
  Wealth
• Reports To: Jim Fish, Trust Operations Officer
• Status:
  Full Time
• Location: LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036
• Hours:
  Monday - Friday 8:00 a.m.
  
  - 5:00 p.m.

Position Purpose:

LCNB National Bank is seeking a Trust Operations Associate that will work closely with members of the Trust Operations Team, and collaboratively with Trust Investment and Trust Administration Teams, to complete operational tasks, activities, responsibilities and projects consistent with department policies and procedures. Projects and duties will vary based on department needs and priorities as the Trust Department continuously seeks to take exceptional care of its customers.

Essential Duties and Responsibilities:

• Performs a variety of transactions on Trust and Investments accounts, including but not limited to, account maintenance, pricing, trade posting, corporate actions, disbursements, transfers, wires, deposits, fees, dividends, and reconciliations.
• Researches and resolves advanced and complex business issues.
• Serves as backup for cross-functional responsibilities during absences.
• Identifies and helps resolve systemic and operational issues.
• Assists with special projects.
• Maintains a variety of data files and records.
• Monitors and processes transaction requests on behalf of clients in accordance with established procedures.
• Operates standard office equipment and uses required software applications.
• Adheres to principles, practices, and procedures related to general office operations, finance, and the securities industry.
• Understands and follows process flows and regulations related to trust operations.
• Performs other duties and responsibilities as assigned.

Required Competencies/Skills

• 3+ years of experience in banking, trust operations, accounting, data entry, or any role requiring a high degree of attention to detail.

Desired Competencies/Skills

• Operating standard office equipment and using required software applications, particularly Microsoft Office, with an emphasis on Excel.
• Identifying and resolving operational issues while finding opportunities for improvement.
• Problem-solving with accuracy and efficiency.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Maintain a high level of attention to detail and accuracy.
• Provide courteous, client-focused service while maintaining professionalism.
• Work independently while effectively managing responsibilities.
• Work collaboratively when needed and communicate effectively with team members and external contacts at all levels.
• Analyze data to identify discrepancies and inconsistencies.
• Show curiosity and a willingness to learn new processes and systems.

Working Conditions:

• In office expectations, working remotely is permitted, but limited.
• Ability to remain in a stationary position up to 75% of the time.
• Ability to lift and carry up to 15 lbs.
• Occasionally move/traverse to access files and equipment.
• Constantly operates a computer and other office equipment.

Compliance Statement:

The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.