Trust Operations Analyst

INB, N.A.; Springfield (IL); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Job summary

INB, N.A. is seeking a highly organized Trust Operations Analyst to support the efficient administration of trust operations. Reporting to the Trust Operations Manager, you will handle administrative tasks in accordance with the bank’s Trust Policy and OCC regulations.

This role requires attention to detail, strong MS Office skills, and the ability to process complex transactions and reports. An in-office Springfield, IL position with competitive benefits is offered.

Qualifications

• High School degree or equivalent required.
• Two years of administrative and/or operations background in trust preferred but not required.
• Strong MS Office and banking software proficiency.
• Ability to perform reconciliations and reports.
• Effective communication and customer service skills.

Responsibilities

• Run and distribute daily/monthly reports from various systems.
• Perform various daily/monthly reconciliations.
• Coordinate monthly reporting for the Trust Investment Committee by preparing an agenda, taking minutes, and gathering reports and other data.
• Prepare input to be entered into the trust accounting system (new accounts, batch postings, wire transfers, etc.).
• Process ACH CD, Federal Reserve interest payments, and Fidelity mutual fund dividends.
• Enter buys and sells to the Trust Accounting system and other platforms.
• Order supplies, sort and distribute mail, scan bills/invoices to the electronic file.
• Provide support to trust officers/administrators; cross-train and provide back-up.
• Other duties as assigned.

Skills

Microsoft Office proficiency

Attention to detail

Analytical thinking

Education

High School diploma or equivalent

Tools

Trust Accounting System

Excel

Job description

Please Note: This is an in-office position that is located in Springfield, Illinois.

About US:

At INB, your career is more than a job; it’s a chance to make a difference. As a locally owned, community-focused bank, we help individuals and businesses reach their financial goals through personalized service and trusted relationships. Our team is built on care, creativity, teamwork, balance, smart work, and enthusiasm. Join us and be part of a purpose-driven culture that makes a positive impact every day.

Summary

INB, N.A. is seeking a highly organized, detail-oriented, and proactive Trust Operations Analyst to support the efficient administration of trust operations. Reporting directly to the Trust Operations Manager, this individual will be responsible for performing a variety of administrative and operational tasks in accordance with the bank’s Trust Policy, internal procedures manual, and applicable OCC regulations.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily as well as other duties that are assigned. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities:

• Run and distribute daily/monthly reports from various systems.
• Perform various daily/monthly reconciliations.
• Coordinate monthly reporting for the Trust Investment Committee by preparing an agenda, taking minutes, and gathering reports and other data required to comply with OCC and trust policy.
• Prepare input to be entered into the trust accounting system, such as but not limited to new account set-up, closed accounts, batch posting to accounts, check requests, bill paying, processing requests for distribution, wire transfers, ACH Processing, and statement rendering and other types of file maintenance.
• Process ACH CD, Federal Reserve interest payments, and Fidelity Mutual Fund Dividends by comparing Fed, ACH, and Fidelity reports to the trust accounting system to release for posting.
• At the direction of the Operations Manager and Trust Officer/Administrators, enter buys and sells to the Trust Accounting system and various other platforms.
• Order supplies, sort and distribute mail, scan bills/invoices, and other documents to the client’s electronic file.
• Provide support to trust officers/administrators. Cross-train and provide back-up in all areas of trust operations.
• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications:

Education and/or Experience

High School degree or equivalent required. Two years of administrative and/or operations background in trust preferred but not required.

Language Skills

Requires ability to communicate effectively and clearly (both written and verbal); Ability to read, write, and comprehend simple instructions, short correspondence, and memos.

Mathematical Skills

Requires ability to perform basic mathematical calculations; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Requires ability to use good judgement in making routine and complex decisions; Must have excellent customer service skills with the ability to sell products and Services; Must be goal-oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals.

Computer Skills

To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank-related programs.

Physical Demands

The physical demands described below are representative of those required to perform the essential functions of the position. Reasonable accommodations may be provided, when appropriate, to enable qualified individuals with disabilities to perform the essential functions of the job. The position requires the employee to occasionally or regularly lift and/or move items weighing up to 10 pounds, as required by the essential functions of the position. The employee may also be required to sit or stand for extended periods while working at a computer or monitor. The position requires the use of hands and fingers for operating and maintaining desktop and laptop computer equipment, keyboards, and related technology.

Salary: $45,000.00 to $55,000.00 annually.

The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications, and other job-related reasons.

Group Insurance Benefits and Plans

INB provides health, dental, vision, and life insurance benefits to all full-time employees. Coverage also is extended to their eligible dependents. Active employees make premium contributions based on plan selections. Please click the link below for all benefits that are offered.

https://www.inb.com/Resources/9f1b90c4-905c-4cd7-9dee-afd9937ab37a/INB%20employee%20benefit%20flier%202025.pdf

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, and working conditions.

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here: Know Your Rights: Workplace discrimination is illegal