About The Position

To provide and oversee all back office operational functions of the BankWest Trust Department.

Requirements

  • A Bachelor's Degree in a related field.
  • Applicable experience and/or related certifications may be considered in lieu of degree.
  • Knowledge of the operation and function of Trust services.
  • Knowledge of BankWest products and services.
  • Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
  • Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
  • Strong interpersonal skills to ensure effective communication with external and/or internal customers.
  • Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description.
  • Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
  • Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.
  • BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.

Responsibilities

  • Assist Trust Administrators and Officers in responding to inquiries regarding customer accounts and transactions as requested.
  • Provide operational support to the trust department to ensure the best possible service to customers (both internal and external) while utilizing the most efficient methods available.
  • Develop and maintain a complete and thorough understanding of the trust accounting system (Maui).
  • Work as a contact point between the trust department and third party vendors (CCC, Connections, Fifth Third, etc.).
  • Work as a team with departmental counterparts on planning and implementing assigned projects and products.
  • Participate on various committees and project teams as deemed appropriate by management.
  • Attend, actively participate in organization, job specific training offered, and Quality Service programs.
  • Adhere to all applicable Policies and Procedures of BankWest organization.
  • Community involvement is strongly encouraged.
  • Other duties as assigned.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Number of Employees

101-250 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service