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Trust Operations Specialist - More than your Bank. Your banker.
Hours
Monday - Friday 40 Hours
General Summary
Provides administrative and operational support in accordance with established systems and procedures. Coordinates the daily workflow to ensure that operating schedules are met. Establishes and maintains appropriate files and records. Develops and prepares reports and records relating to the operational responsibilities of the Trust Department. The trust operations specialist plays a key role in the reconciliation of trust accounts, daily balancing, opening/closing of trust accounts, client statement and web access set up, asset transfers, and provides operational maintenance on various aspects of client accounts.
Compliance with all banking regulations is mandatory. All associates at Capital City Bank have access to confidential client information, and must practice discretion at all times.
Principal Duties and Responsibilities
Employer determines the essential functions of the job.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard.
Associated Duties
Knowledge, Skills and Abilities (KSAs) Required
The following KSAs are usually acquired through work experience and/or specialized course(s):
1. Ability to work independently and exercise discretion with minimal input from management.
2. Demonstrates responsible judgment.
3. Ability to effectively prioritize.
4. Ability to effectively multi-task throughout the day.
5. High level of computer skills, including effective use of Microsoft Word and Excel.
6. Demonstrative Excellent written and oral communication skills in dealing with variety of clients and community members.
7. Detailed oriented and sensitive to time deadlines.
Education
Associates or Bachelor’s degree preferred. Two years’ experience in accounting or related field.
Working Conditions
• Highly professional office setting.
• Overtime may be required.
• Occasional travel required.
• In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
Capital City Bank associates are our greatest asset. We offer the following benefits:
EOE/Protected Veterans/Disabled/Drug Free
The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
Full Time
Banking
$42k-52k (estimate)
12/21/2023
07/20/2024
ccbg.com
TALLAHASSEE, FL
500 - 1,000
1895
Public
MICHAEL HUTCHISON
$200M - $500M
Banking
Capital City Bankprovides commercial and retail banking products and services.