Trust Operations Specialist

GENERAL DESCRIPTION OF POSITION

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Provides exceptional customer service to clients either by telephone or in person upon customers arrival in Department.
2. Receives and direct Department incoming calls.
3. Performs balancing of daily operations work.
4. Opens closes and maintains accounts on trust operating system.
5. Performs oil and gas processing.
6. Performs Automatic Cash Management System ACMS trades and all outgoing wire.
7. Releases disbursements and check printing.
back-up for Trust Operations Officer including daily balancing and securities movement.
9. The ability to work in a constant state of alertness and in a safe manner.
10. Completes required BSA/AML training and other compliance training as assigned.
11. Perform any other related duties as required or assigned.

QUALIFICATIONS

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.

EDUCATION AND EXPERIENCE

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.

COMMUNICATION SKILLS

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.

MATHEMATICAL SKILLS

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.

CRITICAL THINKING SKILLS

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.

REQUIRED CERTIFICATES LICENSES REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES LICENSES REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Intermediate: Word Processing/Typing

Basic: 10-Key Accounting Alphanumeric Data Entry Spreadsheet

WORKING CONDITIONS

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

ENVIRONMENTAL CONDITIONS

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.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

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.

ADDITIONAL INFORMATION

- 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

Required Experience:

IC