Trust Operations Specialist II

Trust Operations Specialist II

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.

A Trust Operations Specialist II is responsible for the accounting functions undertaken by the Trust Department in its administration of trusts, agency accounts, estates, conservatorships and IRAs.

Post all transactions on the trust accounting system accurately and without direction

Has a thorough understanding of cash movement within the trust accounting system and how it affects the trust cash DDA accounts.

Prepares and uploads ACH file and outgoing wires.

Produces, prints and mails trust checks.

Generates daily cash sweep of multiple sweep vehicles.

Places trades for cash sweep and sends wires for settlement.

Processes requests for updates to the trust accounting system database (contact masters, account masters, remittances, ticklers). Responsible for the biweekly FinCen reporting.

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.

Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice"

May perform other duties as assigned.

High school diploma or GED required

5 years related experience required

Thorough understanding of departmental professional and business goals and how they contribute to the Bank's business objectives

Effective written and verbal communication and presentation skills

Demonstrated effective time and project management skills

Strong working knowledge of word processing and spreadsheet software, including Microsoft Word and Excel

Ability to work effectively in a team environment

Ability to accomplish work assignments under minimal supervision and tight deadlines

Well-developed analytical and critical reasoning skills

Job Location(s): Ability to work fully onsite at posted location

1801 California St, Denver, CO 80202

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is [$23.98 - $32.00], and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.