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TRUST OPERATIONS SPECIALIST

Job Description

GENERAL SUMMARY:
Supports the trust personnel.  Prepares reports for staff and client use.  Supports the management of trust accounts which includes extensive use of trust accounting system 
 
RESPONSIBILITIES AND DUTIES:
  1. Works with trust accounting system to ensure maintenance of accurate records, efficient operations, good regulatory compliance and adequate controls.
  2. Answers questions from trust personnel. 
  3. Research of records and follow up documentation.
  4. Supports set up and maintenance of client files on trust accounting system.
  5. Generates various reports for trust committee, management, and other trust personnel.
  6. Assist with file maintenance, reconciliations, balancing, input verification and other related tasks.
  7. Some travel required
  8. Regular and reliable attendance.
  9. Performs other duties as assigned by manager.  
 
KNOWLEDGE, SKILL, AND ABILITIES:
  • Knowledge of trust, trust operations, laws and regulations
  • Knowledge of word processing and spreadsheet software.
  • Knowledge of bookkeeping and accounting principles. 
  • Skill in problem solving 
  • Skill in communicating with management, customers, and co-workers in a courteous and professional manner. 
  • Ability to pay close attention to detail and work with a high degree of accuracy. 
  • Ability to maintain a high level of confidentiality. 
  • Ability to work within strict time constraints and handle multiple tasks simultaneously.
 
EDUCATION AND EXPERIENCE:
  • College degree preferred.  Previous trust experience required.  Previous trust database knowledge preferred.

PHYSICAL REQUIREMENTS:

Seeing: 75-100%
Must be able to greet customers read documents, use computer                                                                                    
Hearing: 75-100%
Must be able to communicate with customers and co-workers                                                                                          
Standing/Walking: 25-49%
Must be able to visit customer                                    
                                                                        
Climbing/Stooping/Kneeling: 0-24%          
 
Fingering/ Grasping/Feeling: 50-74%
Must be able to use computer, write                                                                                                                            

PHYSICAL DIMENSIONS:
Medium Work:  Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.  Job involves sitting most of the time and walking and standing some of the time.
 
NOTE:  The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.

More Details

Hours Needed, Mon-Fri 8-5. Previous trust experience required. Previous trust database knowledge preferred. College degree preferred. Successful candidate can choose to be based at the Lincoln-Parkway branch or Omaha-132nd & Dodge branch.

Benefits

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines.  Other benefits include:

  • 8 paid holidays
  • 17 PTO days each year for the first five years of employment.  Employees must also complete the 90-day introductory period prior to accruing PTO.
  • New employees will receive 12 hours of paid sick time upon their hire date
  • After five years, 22 PTO days each year
  • Health, dental, prescription drug card, vision, and voluntary life insurance plans
  • Health Savings Account with employer contributions
  • Flexible medical and dependent care spending plans
  • Parental Leave after one year of full time employment
  • 401K plan after 3 months and start of next quarter with employer contributions and profit sharing 
  • Free checking account and basic printed checks
  • Free safe deposit box
  • $15,000 group term life insurance
  • Long term disability insurance
  • Employee Assistance Program
  • Educational Assistance

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO KNOW YOUR RIGHTS and PAY TRANSPARENCY STATEMENT.

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Job Details

Role: TRUST OPERATIONS SPECIALIST
Employment Type: Full Time
Requisition Number: PIN-0245
Address: 13131 W Dodge Rd
Omaha, Nebraska, 68154
Apply Now