Trust Accounts Support Specialist

Centennial Bank; Addison (AL); On-site; USD 40,000 - 52,000; Full time

Job summary

Centennial Bank's Trust Department seeks a Trust Assistant II to support trust customers and officers. You will handle frontline inquiries, perform essential administrative tasks for trust accounts, and maintain confidential records.

Interactions with clients, centers of influence, and prospects require professional, personable communication. Role involves assisting with events, resolving online access issues, and mentoring newer Trust Assistants.

Qualifications

• Knowledge of basic accounting or computer systems.
• Education/experience combination as described: high school + college + related experience.
• Ability to read, write, and communicate simply with customers and staff.
• Math skills for basic calculations and practical applications.
• Ability to think critically and solve problems with limited standardization.

Responsibilities

• Answer phones and greet visitors, clients, and prospects.
• Perform administrative tasks for officers and managers.
• Maintain organized records and account files, including scanning.
• Maintain confidentiality in all client and colleague matters.
• Correspond with clients and prospects with professional communication.
• Coordinate trust marketing events per Senior Trust Officer approval.
• Resolve online access and trust account system issues for customers.
• Attend meetings with officers as needed.
• Assist with special projects as assigned.
• Mentor and assist Trust Assistants.
• Work with alertness and in a safe manner.
• Complete required BSA/AML training and compliance training quarterly.
• Perform other related duties as required.

Skills

Attention to detail

Time management

Communication skills

Writing skills

Education

High school diploma equivalent + two years of college + 19–23 months related experience

Tools

10-Key

Alphanumeric Data Entry

Contact Management

Database

PowerPoint

Spreadsheet

Word Processing/Typing

Job description

Centennial Bank's Trust Department seeks a Trust Assistant II to support trust customers and officers. You will handle frontline inquiries, perform essential administrative tasks for trust accounts, and maintain confidential records.

Interactions with clients, centers of influence, and prospects require professional, personable communication. Role involves assisting with events, resolving online access issues, and mentoring newer Trust Assistants.