Trust Operations Specialist: Cash & Accounts
Job in
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2026-07-27
Listing for:
Exchange Bank
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
Exchange Bank in Santa Rosa, CA seeks a Trust Specialist II to support daily cash management, trust administration, and client service. The role collaborates with Investments and Trust Officers to ensure accurate processing of trades, disbursements, and account maintenance.
Responsibilities include reviewing transactions, handling mail, and maintaining records; coordinating with Trust Officers and Operations; preparing forms and reports for committee reviews.
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