Trust Operations Specialist

Northwest Bank; Bellevue (Allegheny County); Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

Northwest Bank is seeking a Trust Coordinator to provide administrative support to Account Managers/Trust Officers in Bellevue. You will maintain all client files for compliance, coordinate documentation, and handle routine transactions and communications with Trust Operations.

The role requires strong organizational skills, 3–5 years in customer service, and proficiency with standard office software. A high school diploma is required, and you will work on-site in Bellevue with the Trust team.

Qualificações

• High School Diploma or equivalent.
• 3 - 5 years customer service experience.
• Strong communication and active listening skills.
• Proficiency with PC, word processing and spreadsheets.
• Good organization and documentation abilities.

Responsabilidades

• Coordinate account documentation and maintain trust files.
• Process transactions and distributions as directed.
• Assist Account Managers/Trust Officers and teams.
• Answer calls and support customers as needed.
• Monitor balances and transfers and support audits.

Conhecimentos

Customer service

Communication

Active listening

Time management

Decision making

Formação académica

High School Diploma or equivalent

Ferramentas

PCs

Word processing

Spreadsheets

Descrição da oferta de emprego

Northwest Bank is seeking a Trust Coordinator to provide administrative support to Account Managers/Trust Officers in Bellevue. You will maintain all client files for compliance, coordinate documentation, and handle routine transactions and communications with Trust Operations.

The role requires strong organizational skills, 3–5 years in customer service, and proficiency with standard office software. A high school diploma is required, and you will work on-site in Bellevue with the Trust team.