Trust Operations Specialist

Evolve Bank & Trust; Memphis (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

The Trust Operations Associate at Evolve Bank & Trust supports the Trust Department by completing administrative and operational tasks delegated by management. The role involves learning departmental policies, trust accounting software, and bank systems to accurately perform accounting, reconciliation, balancing, reporting, and transaction processing.

This position will interact with customers to answer questions and resolve issues, contributing to accurate and timely service in Memphis, TN.

Qualifications

• Associate's degree or higher preferred.
• Banking, Finance, Economics or Business Administration concentration preferred.
• Two years' experience in Trust Operations preferred.

Responsibilities

• Process daily customer account transactions in SunGard and Jack Henry systems (distributions and transfers).
• Attend and participate in training courses and seminars.
• Assist, develop, and reconcile reports and correspondence.
• Verify distributions and transfers are accurate, complete, and balanced.
• Input wire transfers via Jack Henry.
• Other duties as assigned.

Skills

Microsoft Excel

Microsoft Word

Attention to detail

Interpersonal skills

Verbal and written communication

Self-motivation

Problem-solving

Execution skills

Education

Associate's degree or higher

Banking/Finance related degree

Two years' experience in Trust Operations

Tools

SunGard

Jack Henry

Trust accounting software

Bank systems

Job description

The Trust Operations Associate at Evolve Bank & Trust supports the Trust Department by completing administrative and operational tasks delegated by management. The role involves learning departmental policies, trust accounting software, and bank systems to accurately perform accounting, reconciliation, balancing, reporting, and transaction processing.

This position will interact with customers to answer questions and resolve issues, contributing to accurate and timely service in Memphis, TN.