at Central National Bank in Junction City, Kansas, United States
Job Description
Lead. Empower. Build. Invest. Adapt.
If you are looking to become a part of a leading institution that is making an impact within the communities it serves, look no further! Central National Bank is looking to add a Trust Operations Specialist to the team. Perks: As a full-time team member, you get access to a variety of benefits which include:- Paid leave including vacation, personal, sick
- Paid holidays
- Paid volunteer time
- Health Insurance
- Dental, vision, cancer, short-term disability, long-term disability, etc.
- Access to our employee assistance program
- 401K & Generous Match (subject to eligibility requirements)
- Provide support to the Business Development Officers for both trust and brokerage, Branch Compliance Officer and Trust Administrative Supervisor(s).
- Assist in the account origination process for trust and brokerage accounts.
- Document client contact and/or attempts in the appropriate contact management system.
- Reconcile Mutual Funds, GL and bank accounts.
- Responsible for posting receipts, including interest and dividend processing.
- Process all necessary paperwork on successful sales within the Trust or Brokerage division including making deposits into wire accounts, processing paperwork for ACH transfers, systematic investments, withdrawals, cancellations and surrenders.
- Provide services to customers for enhances online access for Trust & Brokerage.
- Prepare and send approved sales, servicing and regulatory disclosures to the appropriate parties.
- Provide support in all areas of Trust Operations including scanning, filing, and data input.
- Coordinate sales materials with BDO's when sales opportunities present themselves.
- Prepare and deliver various marketing materials including but not limited to client mailings, department marketing e-mails, monthly newsletters, birthday cards, performance reports and sales literature, etc.
- Comply with all the rules, regulations and polices of the bank, its affiliates, broker dealers, all state and federal securities regulatory organizations.
- Other responsibilities as assigned by management.
