Role and Responsibilities:

• Assists Special Assets Manager with Real Estate, automobiles, and other assets as directed.
• Performs general office duties and manages projects as directed by the Senior Trust Officer.
• Coordinates Pugliese Medical Foundation Grant Applications, Approvals, Denials, and Tax Log Process. (Paris)
• Prepares Trust Committee Minutes and various other Trust Committee Reports monthly as requested.
• Files health and life insurance claims
• Accurately prepares 60 Day Reviews and aids in the preparation of Account Instrument and Investment Reviews.
• Coordinates bills for trust, estate, and agency accounts to be paid by other Trust Staff.
• Employee opens, stamps, scans, and distributes mail and other incoming and outgoing documents in a timely and organized manner daily.
• Employee is responsible for working with designated officer(s) effectively including coordinating meetings and appointments.
• Employee is responsible for account file review of all designated officer’s opened and closed account documentation to ensure completeness, accuracy, and timeliness ensuring compliance with all policies and procedures.
• Employee follows up with customers, trust officers, operational team, and other professionals, as well as prepares routine correspondence to beneficiaries, vendors, professional partners, and IRS.
• Employee accurately inputs Trust Committee decisions, approvals, and code changes into the trust accounting system, as well as the appropriate Trust department logs as requested.
• Employee responds to customer inquiries, researches and resolves complex account issues as needed.
• Obtains tax identification numbers for new trust accounts as needed.
• Reviews maturity report and performs necessary tasks to collect or reinvest proceeds.
• Employee researches Estate Administration Projects as directed by the Trust Officer.
• Provides the highest level of support to clients.
• Enables associates to sell more bank products and services.
• Has helpful attitude with co-workers and customers.
• Has prompt and regular attendance.
• Strives to improve efficiency in his/her work area through cost savings.
• Successfully completes product knowledge training and other training as defined in position curriculum.
• Will perform any task requested by a supervisor as it relates to the bank and its function.
• Will strive to make referrals of trust services and bank products to contacts in the community.
• Employee adheres to IT Program including IT Security Policy and completes required IT training.

Qualifications and Education Requirements

• Preferred Bachelor or Associates degree or equivalent work experience.
• Must be willing to complete Cannon Financial Institute Trust School.

Preferred Skills:

• Excellent verbal and written communication skills.
• Must be proficient in use of calculator, computer, specifically, Word, Excel, and Microsoft Office.
• Tact and public relations expertise
• Must be able to perform Internet research and be a creative problem solver.

Commercial Bank & Trust Company is an Equal Opportunity Employer-M/F/Vets/Disabled.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person