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Support Specialist- Trust

Company: Community Bank System, Inc.
Location: Olean
Posted on: January 15, 2022

Job Description:

At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, good benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.This position provides operational and servicing support to trust personnel to accomplish the administrative and investment servicing needs of client relationship in the Trust Division.Work in conjunction with IRA team to ensure release of IRA paymentsProvide operational and administrative support to Trust Officers and trust clientsProcess client deposits and disbursements received from trust personnel and trust clientsProcess of client and departmental incoming and outgoing wires in conjunction with wire roomPerform various cash, suspense account and investment reconcilementsSettlement of investment trades placed by trust portfolio managers and external advisorsPosting and reconcilement of income transactions from investmentsCommunicate with third parties to resolve billing and trading mattersReview, research and provide for payment of trust client billsWork in conjunction with Customer Care Team to ensure the release of pension paymentsRelease and reconcile scheduled payments by check and ACHPrepare and maintain accurate account documentation to support decisions/actionsAssist with the preparation of various internal and regulatory reportsPerform research to respond to client, Trust Officer, subsidiary and Bank inquiresMonthly verificationsOther related duties as assigned or directedMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashionA minimum of one (1) year of business office experience is required.Education:High School Diploma or GED is requiredAssociates Degree in Business/Accounting or equivalent training is preferredSkills:Organization, attention to detail and multi-taskingComputer including Microsoft ExcelVerbal communication and InterpersonalMathAnalyticalAble to work independentlyHours: 40 hours/week (Occasional overtime as needed)Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!To apply to this position or to see a full listing of current openings please go to: https://cbna.com/careers/work-happyPhysical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Keywords: Community Bank System, Inc., Buffalo , Support Specialist- Trust, Other , Olean, New York

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