Trust Operations Officer jobs in the United States

The Trust Operations Officer position will be responsible for all aspects of trust operations, including Guaranty’s relationship with the trust accounting system platform (Accutrust/Cheetah) and all vendors/dealers who will manage accounts with Guaranty Bank & Trust. This position is also responsible for reconciliation of operating accounts, moving funds and client statements.

Job Duties:

• Evaluate business processes for efficiency and feasibility
• Create financial reports for Director of Trust & Wealth Management
• Serve as liaison with trust accounting system providers and other technology vendors.
• Develop implementation and execution plans for system enhancements and upgrades.
• Coordinate and participate in Disaster Recovery Testing.
• Maintain Continuity plan for Wealth Management Group.
• Prepare reports responsive to regulatory examination and audit requests.
• Oversee operating accounts, scanning and reconciliation.
• Generate ad hoc reports from trust account system.
• Coordinate system access rights with IT and Accutrust.
• Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Participate in proactive team efforts to achieve departmental and company goals.
• Provide leadership to others through example and sharing of knowledge/skill.
• Receive very general guidance with respect to overall objectives; work is usually quite independent of other operate within specific policy guidelines.
• Represent the Bank in a courteous and professional manner.
• Complying with privacy policies and procedures to maintain customer confidentiality and information protection.
• Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Perform any additional duties and tasks assigned by management.

Qualifications and Skills:

• Strong client service skills and ability to resolve problems.
• Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.
• Must possess exceptional interpersonal relationship and communication skills.
• Good leadership, training and coaching skills.
• Must possess the ability to maintain confidential customer and Bank information in a responsible and secure manner.

Education, Experience & Licenses:

• High School Diploma
• Bachelor’s degree - preferred
• Ten or more years related experience and/or training working in the trust operations environment.

Experience

• 10 year(s): Ten or more years related experience and/or training working in the trust operations environment.

Education

• High School or better

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)