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To apply please go to https://cbthomebank.com/careers.aspx to complete an online application.
Typical Schedule:
Monday - Friday 8:00 a.m. to 5:00 p.m.
SUMMARY
Overview: Under the direction of the Trust and Financial Center Manager, responsible for preparing and processing trust documentation necessary for trust operations, performs various secretarial, clerical and administrative duties according to established procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Performs all tasks related to Trust Department account record keeping, including income and expense processing, customer disbursements, corporate bond activity, assist with management of short term cash investments, maintenance of tickler system and reporting for trust accounts, as outlined in trust agreements. Tasks will include compiling, processing and balancing information in compliance with department guidelines.
As required, buys/sells stocks, bonds, government issues, etc., and documents such transactions.
Ensures that all quarterly, semiannual and annual activities are accurately completed, including charging of appropriate trust fees, preparation of information for tax returns and regulatory reports.
Works with Trust and Financial Center Manager to ensure that the activities of the Trust Department are effective and efficient while providing courteous service.
Receives and answers telephone, mail and/or personal inquiries from current and potential customers regarding the Financial Center’s products and services.
Prepares a variety of correspondence, checks, forms and reports.
Maintains Financial Center filing system, including opening new files, closing files, filing information as received and record retention.
Assists in the preparation of reports for the Board of Directors and Trust Committee meetings.
Works with Individual Retirement Accounts (IRAs), including Trust Department self-directed IRAs and Bank IRA CDs.
Confidentiality is required in all phases of employment.
NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following. Other duties may be assigned.
SUPERVISORY RESPONSIBILITIES
There are no supervisory responsibilities for this position.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED) plus additional bank related training; or two to three years trust or secretarial experience and/or training; or equivalent combination of education and experience.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
OTHER SKILLS AND ABILITIES
Must have ability to operate PC, printer, copy and fax. Must have good working knowledge of word processing and spreadsheet software programs. Basic PC knowledge.
KEY CONTACTS--Internal and External
Has frequent contact with current and potential Trust Department customers.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver’s license.
Ability to be bonded by Bank’s surety company.
PHYSICAL DEMANDS
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 is occasionally required to stand; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl. The employee is frequently required to walk and sit, talk or hear. The employee must occasionally lift and/or move up to 25- 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Individual is required to work in a team atmosphere, willing to assist others at any time.
COMMENTS
Position may require occasional overnight travel to attend various training sessions.
Position requires the ability to work before or after normal business hours to attend various meetings and meet with clients.
Position may require occasional travel to various locations for job related business.
