Lead Trust Securities Operations Specialist

Columbia Bank; Denver (CO); On-site; USD 53,000 - 70,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Tuition assistance

Life insurance

Disability insurance

Paid vacation and holidays

Job summary

Columbia Bank in Denver, CO seeks a skilled Trust Department professional to design and complete tasks across the department, including wires for settlement and asset transfers. The role demands experience in securities processing, strong communication, and project management to meet organizational goals.

Qualified candidates have a bachelor’s degree or equivalent financial services experience, 5+ years in the field, and proven ability to train others while ensuring regulatory compliance and

Qualifications

• Bachelor's degree or equivalent financial services experience required.
• Minimum 5 years in financial services.
• Experience training junior team members.
• Experience processing in a securities environment.
• Strong written and verbal communication and presentation skills.
• Effective time and project management.
• Proficiency in Word and Excel.

Responsibilities

• Prepares outgoing wires for trade settlement.
• Checks processing for transactions.
• Researches assets in litigation, receivership or bankruptcy.
• Coordinates asset transfers and liaises between departments.
• Assists with tax form preparation and tax payments.
• Ensures compliance with bank regulations and policies.
• Coaches or mentors others and shares knowledge as SME.

Skills

Financial services

Training junior team

Securities processing

Time management

Written communication

Verbal communication

Excel

Word

Teamwork

Presentation skills

Education

Bachelor's degree or equivalent in related field or financial services experience

Tools

Microsoft Word

Excel

Job description

About the Role

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. Prepares outgoing wires for trade settlement. Check processing for transactions. Research on assets in litigation, receivership or bankruptcy. Performs a variety of written and verbal communications to ensure satisfactory completion or implementation of projects. Provides in-house expertise relation to various projects. Real Estate experience for Deeds, notes, note pay offs, modifications. Real Estate expenses, tax payments, HOA fees. Acts as liaison between Trust Management Services and CTC on trading and asset transfers. Coordinates all incoming and outgoing asset transfers 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.

About You

Bachelor's degree in related field or equivalent financial services experience required. Minimum 5 years financial services experience required. Previous experience training junior team members required. Previous experience processing in a securities processing environment 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.

The pay range for this role is $25.23 - $33.64. 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). 1801 California Street Suite 800 Denver CO 80202

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: [e-mail].

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.