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Operations Assistant
Herring Bank Amarillo, TX
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$41k-51k (estimate)
Full Time | Banking 7 Months Ago
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Herring Bank is Hiring an Operations Assistant Near Amarillo, TX

| FLSA: | Non-Exempt | JOB TITLE: | Trust Operations Assistant
 | CATEGORY: | Full Time | LOCATION: | Amarillo
 | SHIFT: | Monday–Friday, typically, between 8:00 AM and 6:00 PM | REPORTS TO: | Wealth Management Trust Operations Manager
Summary 
The Trust Operations Assistant is responsible for processing transactions and administrative paperwork. Duties include facilitating wires and ACH transactions and scanning numerous documents and filing account documentation and paperwork. Typically requires a college degree and/or relevant banking experience. They will gain exposure to some of the complex tasks within the job function and will be occasionally directed in several aspects of the work. 
Essential Duties 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions 
· Assist Trust Officers and the Operations Manager with completion of day-to-day transactions 
· Scanning and organizing Department documentation 
· Filing all Correspondence and legal documents for Department files 
· Complete Department reconciliations and other miscellaneous forms 
· Distributing and/ transferring cash or assets pursuant to terms of Trust or applicable agreement 
· Responsible for gathering and reviewing initial data, documents, and other information provided by the client 
· Assist Coworkers with various operational duties 
· Assist with the management of the account opening and closing process 
· Special projects may arise from time to time 
Minimum Requirements 
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. The applicant must be able to pass a background and credit check. 
· College degree and/or relevant experience preferred 
· One year of bank operations experience is preferred 
· Accounting knowledge is preferred 
· Must be organized, self-motivated and team player 
· Proven ability to provide an excellent customer experience 
· Basic skills in computer terminal and personal computer operation; word processing and spreadsheet software 
· Effective Time management skills 
· Excellent verbal and written communication skills 
· Answer Telephones, answer questions and direct to the correct Bank personnel 
· Participate in Bank training to enhance skill set and meet compliance requirements 
· Punctuality and good attendance are imperative 
· Cross-sell the Bank's other products and services, referring customers to appropriate staff as indicated 
· Foster teamwork in the branch or Department to ensure a positive overall customer experience and positive work environment 
· Non-Exempt - Ability to work your schedule up to 40 hours with little or no overtime and complete tasks assigned 
· Excellent interpersonal and customer service skills 
· Ability to work independently 
· Ability to always maintain confidentiality 
· Ability to work with minimal supervision while performing duties 
· Ability to deal with routine problems involving multiple facets and variables 
· Must follow company policies, all state and federal laws, regulations, and guidelines 
· Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities 
The incumbent must be able to perform this position safely, without endangering the health or safety to themselves or others. 
Secondary Duties 
The position of Trust Operations Assistant performs duties specific to the position and other functions as assigned. 
Supervisory Responsibilities 
The position of Trust Operations Assistant has no supervisory responsibility. 
Environment and Physical Activity 
The environment for this position is an open office that is mostly clean and comfortable and includes driving a Bank or personal-owned vehicle approximately 5% of the time which includes exposure to the outside weather elements and moving mechanical parts. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. 
The incumbent while performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), driving, sitting, pulling, walking, standing, squatting, kneeling, and reaching. 
The incumbent for this position may operate any or all the following: telephone, copy and fax machines, adding machine (calculator), computer terminal, personal computer, and related printers. 
Mental Demands 
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. 
MEMBER FDIC – EQUAL OPPORTUNITY EMPLOYER
This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other and/or different tasks be performed as assigned.
I acknowledge and commit to the Mission, Vision, and Values of Herring Bank and the requirements of this position. 
Name
Date
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Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$41k-51k (estimate)

POST DATE

11/03/2023

EXPIRATION DATE

05/28/2024

WEBSITE

herringbank.com

HEADQUARTERS

AMARILLO, TX

SIZE

100 - 200

FOUNDED

1899

CEO

C CMPBELL BURGESS

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Herring Bank

Herring Bank is a full-service Bank operating across three states. As a community bank we are committed to connecting in three key areas: Our Customers Our Communities Our Employees Herring has made its reputation for nearly 125 years by serving businesses and is one of the largest commercial lenders in the Texas Panhandle and beyond. From there we have branched out and diversified so that we are now offering a full line of services and products for businesses and individuals including: Checking and Savings Mortgages Personal and Auto Loans Wealth Management Business Services (Treasury Managem...ent, credit processing, employee pay cards, and more) CDs Online and Mobile Banking including remote deposits Services for College Students and College Campus And the list keeps going and growing Along the way, we have also become one of the top locations to work in Colorado, Oklahoma, and our home state of Texas. We have developed this reputation by investing in our employees, promoting from within, and of course and an excellent package of pay and benefits. Above all that, from the top down, our bank and our people are committed to, and connected with, our communities. Our people have an inherent desire to serve. Whether it is in the bank lobby, behind the teller line, or in one of the myriad organizations and causes we support corporately and individually service to you and the towns we call home is just a way of life. As a business, a customer, a community, or an organization, connect with THE bank that is connected to you. Herring Bank. Connected. More
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If you are interested in becoming an Operations Assistant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Operations Assistant for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Operations Assistant job description and responsibilities

An Operations Assistant performs administrative, reconciliation and customer service duties.

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Operations assistant may also help train employees and perform some bookkeeping duties.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Operations Assistant jobs

A career as an operations assistant typically revolves around assisting the operations manager or director.

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Step 3: View the best colleges and universities for Operations Assistant.

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