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Sr. Trust Clerk
Location:
Bloomsburg, PA
Description:
Journey Bank, a strong, independent community bank headquartered in Bloomsburg PA, seeks a Full-time Senior Trust Clerk to support the services provided by the Trust Department as listed below at our Bloomsburg (Lightstreet), PA office. The Trust Department serves as Executor of individuals Last Wills and Testaments, Trustee of trusts created for the benefit of children, grandchildren, scholarships and charitable organizations, Financial Power of Attorney for individuals; and Agent to assist with investment accounts. As part of the Trust Services Department, this position reports directly to the SVP, Trust Services Director. Requirements: Minimum high school diploma or equivalent with a preference for an advanced degree in an accounting, business, or financial field of study. Minimum of 2 years' experience in banking or a related position is required Ability to use computer with Windows and Web-based software applications including Microsoft Word and Excel. Advanced reading, writing, and grammar skills Proficient typing, math and analytical skills with attention to detail and accuracy Responsibilities: Performs a variety of duties to support the trust department services, including: Process transactions through accounting software related to all accounts accurately and timely. Daily communication and reporting with operations outsourcing, daily review of custody accounts and daily wire transfer activity. Complete transactions through commercial bank as needed. Written and telephone correspondence with customers, beneficiaries, service providers, auctioneers, realtors, accountants, attorneys, etc. in regards to accounts. Account maintenance of the data system (i.e. open/close accounts, new/updates to name and address records, etc.). Process transactions related to all accounts accurately and timely. Check processing for all distributions and bill payments, etc. via check, ACH or wire transfer. Account reconciliations monthly of various accounts. Assist with placing trade orders. Finalize and document all purchases and sales of securities and maintenance of required ledgers relating to this function. Prepares various account and related statements, reports, spreadsheets; coordinates information for internal and external reporting (i.e. accounting, tax reporting, Trust Committee and account reviews, etc.); and complete daily office filing. Provides customer support via answering incoming calls, taking messages, greeting customers and assisting customers as needed. Contribute to team effort by accomplishing tasks as needed. 2. Cooperates with, participates in, and promotes the adherence to all internal policies, procedures, and practices in support of risk management and overall safety, soundness, and compliance with all regulatory requirements. This includes annual Bank Secrecy Act (BSA) training and complying with all BSA rules and regulations as they pertain to the job position within the Bank. Work hours are Monday-Friday, 37.5 hours per week. We provide a competitive compensation and excellent benefit package including 401(k), medical, dental, vision, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
Company:
Journey Bank
Posted:
May 12 on ApplicantPRO
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More About this Listing: Sr. Trust Clerk
Sr. Trust Clerk is a Clerical Clerk Job at Journey Bank located in Bloomsburg PA. Find other listings like Sr. Trust Clerk by searching Oodle for Clerical Clerk Jobs.
Sr. Trust Clerk is a Clerical Clerk Job at Journey Bank located in Bloomsburg PA. Find other listings like Sr. Trust Clerk by searching Oodle for Clerical Clerk Jobs.