"Alerted.org

Trust Operations Specialist I

Specialty Banking

Denver,

Colorado

Description

About Us:

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.

About the Role:

A Trust Operations Specialist 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.

+ Ensure all transactions are processed accurately and according to client instructions.

+ Ensure all documentation related to the cash transaction is appropriately archived and noted.

+ Proactively communicate with clients via phone to advise them of the status of their request.

+ Quickly remediate any issues or concerns arising from the client contact.

+ Ensure all procedures related to client contact are adhered to.

+ Under the guidance of senior team members, assist in cashiering activities related toinstitutional client conversions and deconversions.

+ Under the guidance of senior team members, develop an understanding of complex distribution activities (roth conversions, alternative asset re-registrations, plan distributions, and other complex processing activities).

+ 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.

About You:

+ High school diploma or GEDrequired.

+ 1 yearrelated experience preferred.

+ Prior financial services experience in a transaction processing environment preferred.

+ Must be highly organized with the ability to handle multiple tasks at one time.

+ Excellent organizational, time management, problem prevention and problem-solving skills.

+ Excellent communication skills.

+ Ability to thrive in a team-oriented environment.

+ Must be flexible and willing to work in a fast-paced dynamic environment.

+ Must exhibit appropriate and professional judgement which is in line with Pacific Premier Bank culture and success attributes.

+ Strong understanding of a PC, Windows environment.

+ Developing professional expertise, applies company policies and procedures to resolve a variety of issues.

**J** **o** **b Location(s):** Ability to work fully onsite at posted location

1801 California St,Denver, CO 80202

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is [$22.61-$26.00], 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.

Our Commitment to Diversity:

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. If you require accommodation to complete the application or interview(s), please let us know by email: [email protected] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.