Trust Operations Specialist

Centennial BankAmarillo, TX
Onsite

About The Position

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

Requirements

  • 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.
  • 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.
  • 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.
  • 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.
  • Intermediate: Word Processing/Typing
  • Basic: 10-Key, Accounting, Alphanumeric Data Entry, Spreadsheet
  • 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

Nice To Haves

  • Not indicated.

Responsibilities

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