Fiduciary Banking Ops: Estates & Trusts

Axiom Path; Brea (CA); On-site; USD 65,000 - 80,000; Full time

Job summary

Axiom Path, Inc. is seeking an experienced banking professional to join a client services team supporting fiduciary accounts, including estates and trusts. You will handle new accounts, review documentation, and ensure compliance while delivering quality service to customers.

The role requires strong accuracy, cash handling, and knowledge of Horizon Classic and Horizon XE for account opening and maintenance. You will collaborate with branch staff and adhere to regulatory standards.

Qualifications

• Bring 3+ years of new accounts experience, ideally within a bank, credit union, or similar financial institution.
• Demonstrate hands-on experience opening and maintaining fiduciary accounts, particularly estates and trusts.
• Understand the legal documentation required for fiduciary relationships and how documentation requirements affect account setup and maintenance.
• Have experience supporting both consumer and business deposit accounts.
• Bring working knowledge of branch operations, teller transactions, and banking controls.
• Experience using Horizon Classic and Horizon XE for account opening and maintenance is strongly preferred.
• Understand relevant banking regulations, operational policies, customer identification procedures, and documentation standards.
• Be comfortable handling cash, balancing transactions, calculating account-related amounts, and identifying routine discrepancies.
• Possess strong customer-facing communication, organization, judgment, and problem-solving skills.

Responsibilities

• Open and maintain consumer and business deposit accounts, including fiduciary accounts.
• Review legal and supporting documentation to determine whether account-opening and maintenance requirements have been satisfied.
• Interview customers, verify identification and account information, complete required documentation, and process initial deposits.
• Handle account maintenance changes and supersedes while maintaining accurate records within the bank's account systems.
• Process daily teller transactions, including over-the-counter, night drop, courier, and mail transactions.
• Research and resolve customer account questions, discrepancies, and more complex service issues within established authority.
• Support branch controls, operational certifications, reporting, audit activities, and dual-control procedures.
• Identify relevant banking products and services based on customer needs and make appropriate referrals.
• Provide guidance to branch service staff and elevate training, operational, or service concerns when appropriate.

Skills

Customer service

Banking operations

Cash handling

Regulatory compliance

Attention to detail

Tools

Horizon Classic

Horizon XE

Job description

Axiom Path, Inc. is seeking an experienced banking professional to join a client services team supporting fiduciary accounts, including estates and trusts. You will handle new accounts, review documentation, and ensure compliance while delivering quality service to customers.

The role requires strong accuracy, cash handling, and knowledge of Horizon Classic and Horizon XE for account opening and maintenance. You will collaborate with branch staff and adhere to regulatory standards.