Corporate Trust Operations Support Specialist

Herring Bank•Amarillo, TX

1d•Onsite

About The Position

Herring Bank is seeking a detail-oriented and organized Corporate Trust Operations Support Specialist to support daily operations involving church bond administration, trust and self-directed accounts, and financial transaction processing. The position serves as a primary point of contact for customers and bondholders, providing service while supporting efficient departmental operations. The ideal candidate has trust operations experience, strong analytical skills, and can manage multiple responsibilities while maintaining accuracy and compliance. The position is based at Herring Bank’s Amarillo, Texas location and is full-time, non-exempt. The schedule is Monday through Friday, 8:00 AM to 5:00 PM. Work takes place primarily in a professional office environment and includes regular computer use, customer communication, and administrative processing. Occasional lifting of up to 5 pounds and limited local driving may be required.

Requirements

High school diploma or equivalent and at least 2 years of relevant trust operations experience, or a bachelor’s degree in Business, Accounting, Finance, or a related field and at least 1 year of relevant trust operations experience.
Previous experience with financial transaction processing, account reconciliations, ACH, wire transfers, and general ledger entries.
Must successfully pass a background and credit check.
Proficiency in Microsoft Office, particularly Excel.
Strong mathematical, analytical, and problem-solving skills.
Understanding of banking operations, financial transactions, and applicable compliance regulations, including OFAC.
Excellent attention to detail and accuracy.
Strong written, verbal, and telephone communication skills.
Ability to manage multiple tasks and meet daily processing deadlines.
Excellent organizational and time management skills.
Ability to work independently and recognize when issues require escalation.
Strong customer service skills and a professional, team-oriented attitude.
Ability to maintain confidentiality and handle sensitive financial information.

Responsibilities

Process church bond payments, deposits, transfers, redemptions, and maturity transactions.
Maintain bondholder records, including ownership changes, address updates, and account maintenance.
Research and resolve bondholder inquiries about payments, balances, and account discrepancies.
Process sinking fund payments, administrative fees, and other bond-related deposits.
Maintain records of past-due church accounts and payment activity.
Assist with tax documentation, including W-9 forms and 1099 reprints.
Process incoming and outgoing wire transfers and ACH transactions.
Perform daily account reconciliations and investigate discrepancies.
Complete settlement processing and prepare general ledger journal entries.
Review daily transactions for accuracy, completeness, and proper account coding.
Identify and escalate unusual transactions or processing exceptions.
Process payments and checks for self-directed and church bond trust accounts.
Coordinate proxy statement mailings and customer correspondence.
Assist with check voids, reissues, and account maintenance requests.
Perform OFAC screenings and assist with account audits and reviews.
Maintain accurate documentation in accordance with banking regulations and internal policies.
Respond to customer and bondholder inquiries by phone and direct requests appropriately.
Process and distribute departmental mail and documentation.
Cross-train with team members and provide operational backup support.
Identify opportunities to improve workflows and departmental efficiency.