Trust Clerk

THE BANK OF COMMERCE • Idaho Falls, ID

2d • Onsite

About The Position

Responsible for trust department functions by performing the following duties: Essential Duties and Responsibilities: include the following. Other duties may be as assigned. Performs general clerical duties to include but not limited to: photocopying, faxing, mail distribution and filing. Answer and transfer phone calls. Follow up with additional documentation, i.e. authorization forms, tax documents. Load and edit account and client information. Interact with the client to complete necessary transactions (e.g., deposits, transfers, etc.) and account maintenance. Reconciling and balancing broker, general ledger, and bank accounts. Transfer and re-register securities for new accounts by working with other financial institutions. Interact with bankers, brokers, and clients to facilitate trades and movement of cash. Implementing special projects to assist and support the Trust department.

Requirements

• High School Diploma and one to three years related experience and/or training; or equivalent combination of education and experience.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service ; Responds to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.

Responsibilities

• Performs general clerical duties to include but not limited to: photocopying, faxing, mail distribution and filing.
• Answer and transfer phone calls.
• Follow up with additional documentation, i.e. authorization forms, tax documents.
• Load and edit account and client information.
• Interact with the client to complete necessary transactions (e.g., deposits, transfers, etc.) and account maintenance.
• Reconciling and balancing broker, general ledger, and bank accounts.
• Transfer and re-register securities for new accounts by working with other financial institutions.
• Interact with bankers, brokers, and clients to facilitate trades and movement of cash.
• Implementing special projects to assist and support the Trust department.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED