Senior Trust Distributions & Transfers Leader

Columbia Banking System; Denver (CO); On-site; USD 79,000 - 127,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with employer 


Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Pet insurance

Paid vacation, holidays and sick days

Job summary

Columbia Private Trust is seeking a Distributions Manager to lead the team handling outgoing distributions, transfers, and rollovers in Denver. You will drive efficiency, coach staff, and ensure compliant processing in a dynamic environment.

The role requires extensive trust operations experience, strong leadership, and excellent communication to coordinate with internal partners and regulators. Onsite work at 1801 California Street, Denver, CO, with a comprehensive benefits package.

Qualifications

• 8+ years in Trust Operations or equivalent area.
• 3+ years direct leadership in a financial services environment.
• CISP and/or RITA SDIP certification preferred.
• Deep understanding of departmental goals and trust accounting.
• Strong communication and project management skills.

Responsibilities

• Lead and coach the team to meet operational and service goals.
• Oversee outgoing distributions, transfers, and rollovers.
• Coordinate projects and implement efficient workflows.
• Ensure compliance with bank regulations and audits.
• Address escalated client issues and provide guidance.
• Prepare documentation for audits and regulatory exams.
• Mentor staff and manage performance evaluations.
• Drive process improvements and cross-team collaboration.

Skills

Leadership

Time management

Project management

Communication skills

Team supervision

Trust operations

Regulatory compliance

Interpersonal skills

Travel flexibility

Analytical thinking

Education

Bachelor's degree in business or trust

CISP certification

RITA certification (SDIP)

Tools

Trust Accounting System

PC software proficiency

Job description

Columbia Private Trust is seeking a Distributions Manager to lead the team handling outgoing distributions, transfers, and rollovers in Denver. You will drive efficiency, coach staff, and ensure compliant processing in a dynamic environment.

The role requires extensive trust operations experience, strong leadership, and excellent communication to coordinate with internal partners and regulators. Onsite work at 1801 California Street, Denver, CO, with a comprehensive benefits package.