Union Bank & Trust · 9 hours ago
Trust Payments Specialist
Lincoln, NE 68512, USA
Full-time
Hybrid
Entry, Mid Level
2+ years expUnion Bank & Trust is seeking a Trust Payments Specialist to serve as a key operational and customer support resource within their Wealth Management division. The role involves supporting a broad range of trust operations functions, ensuring accurate posting, reporting, and communication while maintaining strong controls and regulatory compliance.
Financial Services
Responsibilities
Assist internal staff and Corporate Trust clients with daily operational requests
Process pledging, requisitions, and cash balance monitoring activities
Monitor daily cash balances and stay aware of upcoming transactions, bond issues, and bond calls
Handle money movements, including transfers, printed checks, wires, and ACH transactions
Collect, verify, and maintain required documentation for all request types; ensure processing before daily cutoff times
Generate, post, and reconcile monthly and quarterly trust fees; follow up on past‑due items
Process manual and ad‑hoc fee requests from internal partners
Share responsibility for daily presentments and morning reports, recurring item processing and various other disbursement related processing
Cross-train on additional team processes to ensure adequate backup
Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required
Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies
Perform other job-related duties or special projects as assigned
Regular and reliable attendance is an essential function of this position
Qualification
Required
Minimum of two to five years accounting, finance or bank operations experience or equivalent college education in related field
Demonstrated proficiency in Microsoft Word and Excel and an ability to learn new software quickly
Proven ability to work with large volumes of transactions under strict timelines
Preferred
Highly accurate and detail‑oriented
Organized, deadline driven and time efficient
Effective communicator with strong customer focus
Composed under pressure and able to manage multiple priorities
Positive, professional, and team‑oriented
Company
Union Bank & Trust
Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Angie Muhleisen
President and CEO
Dave Dickson
President/CEO and Director of First Union Financial Corporation
Recent News
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