Trust Operations Officer jobs in the United States
Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Trust Operations Officer jobs
Operations Officer
- Gulf Coast Bank & Trust
-
Slidell, LA
FULL_TIME
-
The Operations Officer performs Universal Banker duties and oversees day-to-day operations of Universal Bankers to ensure exceptional customer service and properly implemented security measures.
Responsibilities- Opens/closes branch daily, prepares employee schedules and workflows, monitors branch cash general ledger accounts and recap sheet to ensure balance within stated cash limit, and monitors branch proof adjustment general ledger suspense account and clears entries.
- Ensures daily processing of customer transactions and branch capture, including mail deposits and night depository transactions.
- Ensures proper internal controls and compliance with all bank regulatory requirements.
- Ensures branch employees properly handle confidential information, including passwords.
- If the branch has an on-site ATM, ensures ATM is balanced and troubleshoot problems.
- Ensures branch facilities are maintained by communicating needs with facility management.
- Serves as security officer under the direction of Branch Manager by preparing and conducting monthly security meetings and ensuring all branch employees are knowledgeable of security equipment and procedures.
- Serves as a mentor to Universal Bankers and works with Branch Manager to provide counseling to Universal Bankers when needed, including proper documentation and follow-up.
- Works with Branch Manager to deploy resources that optimize individual/team performance.
- Assumes the role of Branch Manager when he/she is unavailable.
- Additional duties as defined in Universal Banker job description.
- Performs additional duties and special projects as assigned.
Requirements
Skills/Experience/Education- High School diploma or equivalent and 2-5 years of consumer banking experience.
- Platform and/or teller supervision and cash handling experience.
- Knowledge of Regulatory and Compliance Laws and ability to maintain confidentiality.
- Excellent customer service and written/oral communication skills.
- Understanding of sales management processes and the importance of profiling and cross-selling.
- Ability to multi-task, problem solve, mentor, delegate, and work independently or as a team.
- Skilled in applicable software applications and office equipment.
- Excellent attention to detail and ability to use Intranet/Internet to research and execute.
Essential Mental & Physical Requirements- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to read and interpret a document if required to perform the essential job functions
- Prolonged periods of sitting at a desk and working on a computer may be required.
- Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company. - 16 Days Ago
Operations Officer
- GULF COAST BANK & TRUST
-
Covington, LA
FULL_TIME
- DescriptionSummaryThe Operations Officer performs Universal Banker duties and oversees day-to-day operations of Universal Bankers to ensure exceptional customer service and properly implemented securi...
- 6 Days Ago
Trust Officer
- COREFIRST BANK & TRUST
-
Topeka, KS
FULL_TIME
- DescriptionRole:Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of custome...
- 16 Days Ago
Trust Officer
- Peak Trust Company
-
Anchorage, AK
FULL_TIME
- Trust OfficerLocation: Anchorage, AlaskaReports to: Fiduciary Team ManagerEmployment Type: Full-time, in officeOverview:We are actively seeking a driven and professional Trust Officer to become a valu...
- 6 Days Ago
Trust Officer
- Orange Bank & Trust Company
-
Goshen, NY
FULL_TIME
- Title: Trust Officer Department: Trust Services DivisionFLSA Status: ExemptReports to: Department Manager or Trust Services Director General Summary: Trust Officer is an experienced professional who i...
- 9 Days Ago
Trust Officer
- Laurel Trust Company
-
reno, NV
FULL_TIME
- FIRM OVERVIEW: Laurel Trust Company is a retail trust company in Reno, Nevada, serving as a corporate trustee and providing fiduciary services for ultra-high net-worth clients. Laurel Trust is an affi...
- 19 Days Ago
Trust Operations Officer jobs at Popular Companies
Operations Administrative Assistant
- Technical Works Specialized Staffing
-
Monrovia, CA
- Job Description Job Description Operations Administrative Assistant position available in Monrovia CA. 91016 1st shift 7...
- 5/19/2024 12:00:00 AM
Contract Operations Administrative Position
- Green Hills Memorial Park
-
Torrance, CA
- Job Description Job Description We are currently seeking driven and dependable candidates for our Contract Operations Ad...
- 5/19/2024 12:00:00 AM
Chief Operating Officer
- Digitsonly
-
Los Angeles, CA
- If you're on the hunt for your next career move, you've come to the right place. At digitsonly, we're not your typical j...
- 5/18/2024 12:00:00 AM
Chief Operating Officer
- Frederick Fox
-
Irvine, CA
- Company Description Frederick Fox is representing an insurance company located in Irvine, CA locate a Chief Operating Of...
- 5/18/2024 12:00:00 AM
Internal - Clinic Operations Administrator
- The Stepping Stones Group, LLC
-
Pasadena, CA
- Clinic Operations Administrator Location: Pasadena, CA Reports to: Lead Clinic Operations Manager Employee Type: Non-Exe...
- 5/16/2024 12:00:00 AM
Chief Operating Officer
- UHC Solutions
-
Tustin, CA
- Position Summary: Under the direction of the Chief Executive Officer (CEO), the Chief Operating Officer (COO) is respons...
- 5/16/2024 12:00:00 AM
Analyst (Accounts Receivable) - Operations Administration
- GLOVIS America
-
Irvine, CA
- Job Details Job Location Irvine Headquarters - Irvine, CA Remote Type Hybrid Position Type Full Time Education Level Hig...
- 5/15/2024 12:00:00 AM
Operations Executive Administrative Assistant
- Los Angeles Philharmonic Association
-
Los Angeles, CA
- Description Position: Operations Executive Administrative Assistant Department: Hollywood Bowl Operations FLSA Grade: No...
- 5/15/2024 12:00:00 AM
Income Estimation for Trust Operations Officer jobs
$74,620 to $107,890