Trust Distributions & Cash Management Specialist

Columbia Banking System; Denver (CO); On-site; USD 31,000 - 36,000; Full time

Job summary

Columbia Bank is hiring a Distributions Specialist to handle trust, agency accounts, estates, conservatorships, and IRAs in a fast-paced Denver office. The role focuses on accurate posting, client updates by phone, and compliant processing of cash transactions.

You will work under guidance to support complex distributions and collaborate with a team to ensure timely responses. Strong organization and communication are essential in this onsite role at our Denver location.

Qualifications

• High school diploma or GED required.
• 1 year related experience preferred.
• Prior financial services experience in a transaction processing environment preferred.
• Must be highly organized with the ability to handle multiple tasks at one time.
• Excellent organizational, time management, problem prevention and problem-solving skills.
• Excellent communication skills and ability to thrive in a team environment.

Responsibilities

• Post all transactions on the trust accounting system accurately and without direction.
• Ensure all transactions are processed according to client instructions.
• Maintain documentation related to cash transactions and archive appropriately.
• Proactively communicate with clients via phone to advise status and resolve issues.
• Assist in cashiering activities and develop understanding of complex distribution activities.

Skills

Organizational skills

Time management

Communication skills

Teamwork

Problem solving

Flexibility

Education

High school diploma or GED

Job description

Columbia Bank is hiring a Distributions Specialist to handle trust, agency accounts, estates, conservatorships, and IRAs in a fast-paced Denver office. The role focuses on accurate posting, client updates by phone, and compliant processing of cash transactions.

You will work under guidance to support complex distributions and collaborate with a team to ensure timely responses. Strong organization and communication are essential in this onsite role at our Denver location.