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)
Position Summary: The Branch Manager organizes, supports, and leads a team while consistently demonstrating a high level of customer service. They promote a needs-based sales culture while striving to create and maintain a professional relationship with business clients, customers, and staff members. This professional works with various types of loans, lending processes, sales, and budgeting while maintaining a positive relationship with all internal departments.
NOTE: To obtain employee engagement and retention, within the Customer Service department, and continue to offer top level service while growing our branches, it is imperative that we have well trained employees at all levels. The 6-month position guideline is in place to ensure we are setting all our employees up for success. To apply for another position, employees will need to be in their current role/branch for at least 6 months. Further discussion with a Customer Service Officer can be made for potential exceptions.
Essential Functions:
Qualifications:
Preferred Talents:
Working Environment:
Indoor work – not exposed to outdoor elements or hazards.
Ability to stand and/or walk for prolonged periods of time.
Some sedentary work lifting and/carrying up to 50 lbs. occasionally.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)