Trust Operations Specialist I - Denver Onsite

Columbia Bank; Denver (CO); Presencial; USD 31.000 - 42.000; Jornada completa

Descripción de la vacante

Columbia Bank in Denver, CO is seeking a Trust Operations Specialist to support accounting for trusts, estates, IRAs, and conservatorships. You will post transactions, ensure accuracy, and maintain documentation.

This on-site role emphasizes client communication, teamwork, and adherence to bank regulations. Competitive benefits and growth opportunities within our trusted banking team.

Formación

• High School Diploma or equivalent required.
• 1 year of related experience preferred.
• Prior financial services experience in a transaction processing environment preferred.
• Must be highly organized with ability to handle multiple tasks at once.
• Excellent organizational, time management, problem prevention and problem-solving skills.
• Excellent communication skills.
• Ability to thrive in a team-oriented environment.
• Flexible and able to work in a fast-paced environment.
• Strong understanding of a PC, Windows environment.
• Developing professional expertise and applying company policies to resolve issues.

Responsabilidades

• Post all transactions on the trust accounting system accurately.
• Ensure all transactions are processed according to client instructions.
• Archive and note all documentation related to cash transactions.
• Proactively communicate with clients by phone to advise status and issues.
• Remediate issues or concerns arising from client contact.
• Follow bank policies and complete required training.
• Assist in cashiering activities under senior guidance for institutional client conversions.
• Develop understanding of complex distribution activities ( Roth conversions, re-registrations, plan distributions).
• Maintain knowledge of Bank Secrecy Act and related regulations.
• May coach or train others and contribute to culture.

Educación

High School Diploma or equivalent

Herramientas

Windows PC experience

Descripción del empleo

Columbia Bank in Denver, CO is seeking a Trust Operations Specialist to support accounting for trusts, estates, IRAs, and conservatorships. You will post transactions, ensure accuracy, and maintain documentation.

This on-site role emphasizes client communication, teamwork, and adherence to bank regulations. Competitive benefits and growth opportunities within our trusted banking team.