Trust Support Specialist
Community Financial System, Inc. - Olean, NY
Apply NowJob Description
OverviewAt Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. ResponsibilitiesThis position provides operational and servicing support to trust personnel to accomplish the administrative and investment servicing needs of client relationship in the Trust Division.Work in conjunction with IRA team to ensure release of IRA paymentsProvide operational and administrative support to Trust Officers and trust clientsProcess client deposits and disbursements received from trust personnel and trust clientsProcess of client and departmental incoming and outgoing wires in conjunction with wire roomPerform various cash, suspense account and investment reconcilementsSettlement of investment trades placed by trust portfolio managers and external advisorsPosting and reconcilement of income transactions from investmentsCommunicate with third parties to resolve billing and trading mattersReview, research and provide for payment of trust client billsWork in conjunction with Customer Care Team to ensure the release of pension paymentsRelease and reconcile scheduled payments by check and ACHPrepare and maintain accurate account documentation to support decisions/actionsAssist with the preparation of various internal and regulatory reportsPerform research to respond to client, Trust Officer, subsidiary and Bank inquiresMonthly verificationsOther related duties as assigned or directedMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion QualificationsA minimum of one (1) year of business office experience is required.Education:High School Diploma or GED is requiredAssociates Degree in Business/Accounting or equivalent training is preferredAll applicants must be 18 years of age or olderSkills:Organization, attention to detail and multi-taskingComputer including Microsoft ExcelVerbal communication and InterpersonalMathAnalyticalAble to work independently Other Job InformationHours: Fill In hours/week Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. MinimumUSD $19.00/Hr. MaximumUSD $25.60/munity Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity. Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly
Created: 2024-09-23