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
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- Beacon Hill
-
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Chief Operating Officer – High Growth Facility Services Roll-Up – Private Equity, 78801
- Truenorth Executive Search, Inc.
-
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- Chief Operating Officer – High Growth Facility Services Roll-Up – Private Equity Our client is a growing middle market f...
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Executive Assistant
- Equity Commercial Real Estate Solutions
-
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- Let Us Tell You About this Position: As Executive Assistant, you are responsible for providing comprehensive, advanced l...
- 5/19/2024 12:00:00 AM
Warehouse Shipping Lead - (3PM to 11:30pm)
- The NEFCO Corporation
-
New Albany, OH
- Reporting to the Logistics Supervisor, this position is responsible for all activities relating to distribution operatio...
- 5/19/2024 12:00:00 AM
Strategic Director of Technology
- Mid-Ohio Regional Planning Commission
-
Columbus, OH
- Salary : $115,000.00 - $135,000.00 Annually Location : 111 Liberty St Suite 100 Columbus, OH Job Type: Full-Time Remote ...
- 5/18/2024 12:00:00 AM
Regional Sales Manager
- Title One Agency, Inc.
-
Dublin, OH
- Job Description Job Description JOB TITLE: Regional Sales Manager DEPARTMENT: Title One Agency REPORTING TO: Chief Opera...
- 5/16/2024 12:00:00 AM
Restaurant Manager
- BJ's Restaurants
-
Columbus, OH
- Overview: Do you challenge yourself to always do things right and do them better? Then you will thrive at BJ’s Restauran...
- 3/13/2024 12:00:00 AM
Senior Kitchen Manager
- BJ's Restaurants
-
Dublin, OH
- Overview: Do you challenge yourself to always do things right and do them better? Then you will thrive at BJ’s Restauran...
- 2/28/2024 12:00:00 AM
Income Estimation for Trust Operations Officer jobs
$74,620 to $107,890