Trust Relationship Specialist

Columbia Bank•Phoenix, AZ

5d•$26 - $38•Onsite

About The Position

About the Role: Under general direction, will work with senior lead officers to manage larger trust relationships. Will provide administrative and clerical support to design/complete tasks, projects, and related activities for executives, administrators, or managers in order to meet the goals and objectives of the Trust Company. New Accounts set up – Ensure that all required paperwork is completed for new account set up and forms are in files. New account set up entered into trust accounting system. Closed Accounts – review all required paperwork and confirm all appropriate information deleted from computer system. Attend and take lead in preparing for routine client meetings on team managed accounts. Assist Senior Account Administrator in preparing for sensitive client meetings. Execute communication plan agreed to by Senior Account Administrator including timely and accurate correspondence with clients as necessary for administration of their account. Assume responsibility for routine fiduciary duties connected with an account when client dies. Take direction from Senior Account Administrator on complex administrative matters. Perform annual accountings for court on Conservatorship and Estate accounts. Senior Account Administrator to approve. Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts subject to approval by Senior Account Administrator. Responsible for annual reviews on team assigned accounts and assist the account administrator with other assigned investment and administrative reviews by preparing and copying documents. Responsible for maintaining all trust company customer filings as instructed by the Account Administrator. Maintains and organizes files and coordinate shipment of transfer and closed account files to storage archives. Takes lead on trust company seminars by performing a variety of duties including preparing fliers, building informational packets, and serving as host/hostess. Performs miscellaneous assignments as needed including delivery of documents, typing and data entry. Anticipate needs of Senior Administrative Officer and prepares preliminary work on various future projects. Will accompany Account Administrators on client calls as needed. Create graphs and charts for presentations to existing and prospective clients. 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. About You: Education Business Administration (preferred) Trust training (preferred) Experience 2-5 years — Trust Experience (Req) Skills Ability to operate various office equipment including personal computer, printers, fax machine, 10-key adding machine, multi-line telephone, copy machine, etc. Solid spreadsheet and word processing skills, demonstrated ability to create graphs and complex Excel formulas and PowerPoint presentations for trust sales opportunities & seminars Solid understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations. Demonstrated effective time management and organizational skills. Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees; public relations skills; tact, diplomacy, and patience. Ability to manage confidential information. Ability to work on several projects simultaneously and with a variety of employees, managers, executives, etc. Ability to work under pressure with constant interruptions. Travel Requirements None The pay range for this role is $26.00 to $38.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 2155 W Pinnacle Peak Rd Phoenix AZ 85027 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an 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, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. Why work for Columbia Bank? A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.

Requirements

2-5 years — Trust Experience (Req)
Ability to operate various office equipment including personal computer, printers, fax machine, 10-key adding machine, multi-line telephone, copy machine, etc.
Solid spreadsheet and word processing skills, demonstrated ability to create graphs and complex Excel formulas and PowerPoint presentations for trust sales opportunities & seminars
Solid understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations.
Demonstrated effective time management and organizational skills.
Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees; public relations skills; tact, diplomacy, and patience.
Ability to manage confidential information.
Ability to work on several projects simultaneously and with a variety of employees, managers, executives, etc.
Ability to work under pressure with constant interruptions.

Nice To Haves

Business Administration (preferred)
Trust training (preferred)

Responsibilities

Manage larger trust relationships
Provide administrative and clerical support to design/complete tasks, projects, and related activities
Ensure that all required paperwork is completed for new account set up and forms are in files
New account set up entered into trust accounting system
Review all required paperwork and confirm all appropriate information deleted from computer system for closed accounts
Attend and take lead in preparing for routine client meetings on team managed accounts
Assist Senior Account Administrator in preparing for sensitive client meetings
Execute communication plan agreed to by Senior Account Administrator including timely and accurate correspondence with clients as necessary for administration of their account
Assume responsibility for routine fiduciary duties connected with an account when client dies
Take direction from Senior Account Administrator on complex administrative matters
Perform annual accountings for court on Conservatorship and Estate accounts
Obtain written authorizations and directions necessary for distributions; purchases and sales in non-discretionary accounts subject to approval by Senior Account Administrator
Responsible for annual reviews on team assigned accounts and assist the account administrator with other assigned investment and administrative reviews by preparing and copying documents
Responsible for maintaining all trust company customer filings as instructed by the Account Administrator
Maintains and organizes files and coordinate shipment of transfer and closed account files to storage archives
Takes lead on trust company seminars by performing a variety of duties including preparing fliers, building informational packets, and serving as host/hostess
Performs miscellaneous assignments as needed including delivery of documents, typing and data entry
Anticipate needs of Senior Administrative Officer and prepares preliminary work on various future projects
Will accompany Account Administrators on client calls as needed
Create graphs and charts for presentations to existing and prospective clients
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities
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

competitive total rewards package including base wages and comprehensive benefits
comprehensive healthcare coverage (medical, dental, and vision plans)
a 401(k)-retirement savings plan with employer match for qualifying associate contributions
an 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, and holidays