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 related to church bond administration, trust and self-directed accounts, and financial transaction processing. The role requires trust operations experience, analytical skills, accuracy, and the ability to manage multiple responsibilities while maintaining compliance. The specialist also serves as a primary contact for customers and bondholders, providing service and supporting efficient departmental operations. The position is based at 2201 Civic Circle in Amarillo, Texas, and follows a Monday–Friday schedule from 8:00 AM to 5:00 PM. It operates primarily in a professional office environment and involves 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 with at least 2 years of relevant trust operations experience, or a bachelor's degree in Business, Accounting, Finance, or a related field with at least 1 year of relevant trust operations experience.
Previous experience with financial transaction processing, account reconciliations, ACH, wire transfers, and general ledger entries.
Ability to 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 while recognizing 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.