Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide timely and accurate processing of specified trust operational activities within the department while meeting daily/weekly/monthly SLAs. The role also involves a deep understanding of operational workflow

The Trust Associate will support the team in providing a high level of service to both internal and external clients. The Trust Associate will provide timely and accurate processing of specified trust operational activities within the department, focusing on meeting daily/weekly/monthly SLAs. The role also involves understanding trust operational workflows as it relates t

Responsible for the administration of qualified retirement plan and IRA accounts; provide excellent customer service to both internal and external clients; process requested account transactions focusing on accuracy and SLA's; and ensure that applicable compliance requirements are met and policies and procedures are followed. Section 2 Job Functions, Essential Duties and

The Trust Associate is part of the Processing team. This position is responsible for processing a variety of transactions in a timely manner into the correct accounts, with the correct tax codes and transaction details. The types of transactions include processing incoming deposits, outgoing disbursements or asset purchases, adjustments of account holdings, and escrow dis