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Northwest Bank · 8 hours ago

Trust Coordinator

Erie, PA

Full-time

Onsite

Mid Level

3+ years exp

Northwest Bank is seeking a Trust Coordinator to provide administrative support for Account Managers and Trust Officers. The role involves maintaining account files for compliance, coordinating documentation, and ensuring data integrity while assisting with various administrative tasks.

BankingFinancial Services

H1B Sponsor Likely

Responsibilities

Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative

Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system

Coordinate documentation and communication with Trust Operations

Verify and/or process transactions, as directed

Initiate specific transactions , as directed

Identify/resolve daily account/administrative issues

Assist with special projects, seminars, and special events

Ensure total document and data integrity

Organize and file correspondence and documentation

Manage personal workload/workflow

Originate and type correspondence/documentation

Answer the telephone

Identify and resolve customer/operational issues

Assist customers, as needed

Partner with Trust personnel and operational staff

Generate customer documents and agreements, as directed

Input new account system information

Monitor overdrafts and excess cash balances in Trust Accounts

Monitor the timely processing of transfers when opening/closing accounts

Process distributions requests and bill payments for clients, as directed

Check previous days operational transactions

Monitor receipt of new account assets and money

Monitor receipt of closing account assets and money

Update current client system information to operations

Deposit/post all transactions

Provide assistance/training to other personnel

Contribute to various committees (as requested)

Perform Committee Secretary duties (as assigned)

Monitor and reconcile daily balance sheets, including those that come from outside record keepers

Coordinate and monitor all incoming rollovers into designated plan

Provide administrative support for all Account Managers/Trust Officers

Assist with audits and special projects as needed

Recommend improvements to procedures

Provide appropriate customer service levels

Minimizing departmental non-payroll costs

Maximize technology tools available

Ensure accuracy of financial data

Communicate problems or areas requiring attention to manager

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Abide by the rules of the safety and loss prevention program

Perform work tasks in a safe manner

Report any and all injuries to supervisor

Know what to do in case of an emergency

Qualification

Customer service experienceMicrosoft Office SoftwareClerical aptitudeProblem-solving skillsTelephone etiquette

Required

High School Diploma or equivalent

3 - 5 years customer service experience

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Ability to work with PC's, word processing and spreadsheets

Skill in telephone etiquette

Clerical aptitude

Company

Northwest Bank

Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.

Founded in 1896

Warren, Pennsylvania, USA

1001-5000 employees

https://www.northwest.bank

H1B Sponsorship

Northwest Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2024 (7)

2023 (3)

2022 (1)

2021 (5)

2020 (3)