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Columbia Bank · 3 weeks ago

Lead Trust Ops Specialist

Denver, CO

Full-time

Onsite

Senior Level

$25.25/hr - $38/hr

5+ years exp

Columbia Bank is seeking a Lead Trust Ops Specialist to oversee and approve the firm’s Private Security and Real Estate valuation activities. The role involves managing complex transactions, ensuring compliance with trust regulations, and leading a team while providing expertise on various projects.

BankingFinanceFinancial Services

Responsibilities

Review and approve all aspects of the firm’s Private Security and Real Estate valuation activities

Process transactions during times of high volumes

Communicate effectively with clients, authorized third parties, and asset sponsors to resolve discrepancies or follow-up on requests

Adhere strictly to trust regulations and security standards including our customer identification program, the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and various other regulatory agencies

Acts in a lead capacity to other department staff

Handles work of complex nature

Implements projects and work assignments according to departmental goals, objectives, and policies

In addition to having the ability to process all tasks of the Specialist II, the Specialist III is familiar with all aspects of trade order, trade placement and trade settlement

Process complex activities related to bulk vendor valuations, bulk client valuation notices, and litigation activities

Performs a variety of written and verbal communications to ensure satisfactory completion or implementation of projects

Provides in-house expertise relation to various projects

Ensure all transactions are processed accurately and according to the relevant documentation

Review team processing activities and approve cash and securities transactions in the trust accounting system related to valuations

Assist in training and development of junior staff members

Assist Manager in executing day-to-day management responsibilities

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

Qualification

Trust regulations knowledgeValuation activities expertiseTrade order processingMicrosoft WordMicrosoft ExcelAnalytical skillsEffective communicationTime managementTeam collaboration