Trust Operations Specialist

Qualifications:

• Strong analytical and critical thinking skills
• Capable of independent and pro-active work
• Excellent problem-solving skills and attention to detail
• Outstanding attitude with a priority on team dynamics and customer service
• Demonstrates integrity, sound judgement, and excellent work ethic
• Strong verbal and written communication abilities
• Proficient in MS365 and general computer skills
• Must be able to handle multi-tasking, succeed in a team environment, and prioritize work volume

Principal Duties and Responsibilities:

• Take responsibility for accuracy and efficiency of assigned tasks within Trust Operations
• Facilitate transaction processing for the Asset Management & Trust department such as wires, direct deposit postings, promissory payments, lockbox processing, Positive Pay, OnDemand check printing, etc.
• Generate or monitor Trust Operations reporting (could include beneficial ownership, statement research, fee invoice printing, system reports, etc.)
• Coordinate with system vendor for needed report retention and transaction postings
• Assist with user access issues including trouble shooting and password resets
• Review, process, or approve transactions, tickets, or maintenance requests
• Monitor the Trust Operations group email and various form response logs, and process assigned tasks
• Be attentive to timeliness of department deadlines, related procedural impacts to assigned duties, and risks to Cadence Bank
• Participate in team projects and be mindful of opportunities to improve efficiencies
• Serve as backup support to other Trust Operations teammates where skillset is appropriate
• Assist wherever needed as assigned by Trust Operations Manager and/or Supervisor
• Other duties as assigned

Requirements:

• Minimum of two years trust experience or five years banking or operational experience preferred