Trust Operations - Lead Client Services
About The Position
Designs and completes a variety of tasks and projects related to the Trust Department. Implements projects and work assignments according to departmental goals, objectives, and policies. In addition to having the ability to process all tasks of the Specialist II, the Specialist III is familiar with all aspects of trade order, trade placement and trade settlement. Prepares outgoing wires for trade settlement. Performs a variety of written and verbal communications to ensure satisfactory completion or implementation of projects. Provides in-house expertise relation to various projects. Acts as liaison between Trust Management Services and CTC on trading and asset transfers. Coordinates all incoming and outgoing asset transfers (stocks, bonds, mutual funds) and is expert in how assets are booked to the system including tax lot and cost basis. Assists with tax form preparation and the payment of taxes due and scheduling and payment of estimated tax payments. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned.
Requirements
- 5+ related experience required.
- Thorough understanding of departmental professional/business goals and how they contribute to the bank’s business objective.
- Effective written and verbal communication and presentation skills.
- Demonstrated effective time/project management skills.
- Strong working knowledge of word processing and spreadsheet software to include Microsoft Word and Excel.
- Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and tight deadlines.
- Well-developed analytical and critical reasoning skills.
Nice To Haves
- High school diploma or GED (preferred)
Responsibilities
- Designs and completes a variety of tasks and projects related to the Trust Department.
- Implements projects and work assignments according to departmental goals, objectives, and policies.
- Familiar with all aspects of trade order, trade placement and trade settlement.
- Prepares outgoing wires for trade settlement.
- Performs a variety of written and verbal communications to ensure satisfactory completion or implementation of projects.
- Provides in-house expertise relation to various projects.
- Acts as liaison between Trust Management Services and CTC on trading and asset transfers.
- Coordinates all incoming and outgoing asset transfers (stocks, bonds, mutual funds) and is expert in how assets are booked to the system including tax lot and cost basis.
- Assists with tax form preparation and the payment of taxes due and scheduling and payment of estimated tax payments.
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training.
- Keeps up to date on regulation changes.
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
- Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
- Takes personal initiative and is a positive example for others to emulate.
- Embraces our vision to become “Business Bank of Choice”.
- May perform other duties as assigned.
Benefits
- Comprehensive healthcare coverage (medical, dental, and vision plans)
- 401(k)-retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Access to an online discount marketplace
- Paid vacation
- Sick days
- Volunteer days
- Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
