Trust Operations Specialist

Columbia Bank; Denver (CO); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Competitive benefits

401(k) retirement plan

Paid time off

Job summary

Columbia Bank in Denver, Colorado is seeking a detail-oriented professional for a full-time role in the Trust Operations team. The position involves posting transactions in the trust accounting system, managing cash movements, and handling ACH/wires as well as trust check production.

Ideal candidates have 5 years of related experience, strong regulatory knowledge, and excellent communication and time management skills. Occasional travel may be required.

Qualifications

• High school diploma or GED is preferred.
• 5 years of related experience is required.
• Strong understanding of department goals and bank objectives.
• Effective written and verbal communication and presentation skills.
• Strong time and project management skills.

Responsibilities

• Post all transactions on the trust accounting system accurately and without direction.
• Understand cash movement within the trust system and its impact on trust cash DDA accounts.
• Prepare and upload ACH files and outgoing wires.
• Produce, print, and mail trust checks.
• Generate daily cash sweep of multiple sweep vehicles.
• Place trades for cash sweep and send wires for settlement.
• Process updates to the trust accounting system database and biweekly FinCen reporting.
• Maintain knowledge of Bank Secrecy Act and related regulations; complete training.

Skills

Attention to detail

Regulatory knowledge

Time management

Teamwork

Communication skills

Education

High school diploma or GED

Tools

Trust accounting system

Microsoft Word

Microsoft Excel

Job description

Denver, Colorado

Full time

JR104095

About the Role:

• Post all transactions on the trust accounting system accurately and without direction

• Has thorough understanding of cash movement within the trust accounting system and how if affects the trust cash DDA accounts.

• Prepares and uploads ACH file and outgoing wires.

• Produces, prints and mails trust checks.

• Generates daily cash sweep of multiple sweep vehicles.

• Places trades for cash sweep and sends wires for settlement.

• Processes requests for updates to the trust accounting system database (contact masters, account masters, remittances, ticklers). Responsible for the biweekly FinCen reporting.

• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.

• Takes personal initiative and is a positive example for others to emulate.

• Embraces our vision to become “Business Bank of Choice”

• May perform other duties as assigned.

About You:

• High school diploma or GED (preferred)

• 5 years — Related experience (Required)

• Thorough understanding of departmental professional and business goals and how they contribute to the Bank’s business objectives

• Effective written and verbal communication and presentation skills

• Demonstrated effective time and project management skills

• Strong working knowledge of word processing and spreadsheet software, including Microsoft Word and Excel

• Ability to work effectively in a team environment

• Ability to accomplish work assignments under minimal supervision and tight deadlines

• Well-developed analytical and critical reasoning skills

Travel Requirements

• Occasional

The pay range for this role is $23.98 - $32.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location:

1801 California Street Suite 800 Denver CO 80202

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.

Our culture is built on Do RIGHT, which means:

• Relationships: We create authentic connections with customers, colleagues, and communities.

• Impact: Every role here makes a meaningful difference in people’s lives and local economies.

• Growth: We invest in your success with career development, mentorship, and learning opportunities.

• Heart: We care deeply about doing what’s best for our customers and each other.

• Trust: Integrity and transparency guide everything we do.

Why work for Columbia Bank?

• A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.

• A culture of belonging and purpose, where your ideas matter and your work has impact.

• Competitive benefits and flexibility designed to help you thrive personally and professionally.

• Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.

Ready to Do RIGHT for your career, your community, and your future?