Trust Operations Specialist: Client & Compliance Expert

Columbia Bank; Denver (CO); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan with match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Job summary

Columbia Bank is seeking a customer-focused specialist to handle inquiries, research complex issues, and ensure compliance with banking regulations. The role requires strong communication, multi-tasking across 25+ software apps, and experience in a fast-paced environment.

The ideal candidate will have a HS diploma, with a Bachelor's preferred, and familiarity with IRAs, ERISA, and trust accounting. This onsite Denver position offers comprehensive benefits and career growth.

Qualifications

• Requires a high school diploma or GED; a Bachelor's degree is preferred.
• 2+ years in a customer success role handling detailed transactions.
• Experience in fast-paced call center environments is a plus.

Responsibilities

• Handle client inquiries by researching and analyzing complex issues.
• Adhere to trust regulations and security standards (KYC, GLBA, BSA, IRS rules).
• Provide superior service in omni-channel environment (chat, calls, emails).
• Educate advisors, clients, and third parties on processes, fees, and ERISA guidelines.

Skills

Excellent communication

Regulatory knowledge

Multi-tasking

IRA/ERISA knowledge

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

MS Office

Banking software

Job description

Columbia Bank is seeking a customer-focused specialist to handle inquiries, research complex issues, and ensure compliance with banking regulations. The role requires strong communication, multi-tasking across 25+ software apps, and experience in a fast-paced environment.

The ideal candidate will have a HS diploma, with a Bachelor's preferred, and familiarity with IRAs, ERISA, and trust accounting. This onsite Denver position offers comprehensive benefits and career growth.