Job Description

About the Role:

T he Lead Trust Ops Specialist has a primary responsibility to review and approve all aspects of the firm’s Private Security and Real Estate valuation activities. Process transactions during times of high volumes. Communicate effectively with clients, authorized third parties, and asset sponsors to resolve discrepancies or follow-up on requests. Adhere strictly to trust regulations and security standards including our customer identification program, the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and various other regulatory agencies. Acts in a lead capacity to other department staff. Handles work of complex nature.

• Implements projects and work assignments according to departmental goals, objectives, and policies.

• In addition to having the ability to process all tasks of the Specialist II, the Specialist III is familiar with all aspects of trade order, trade placement and trade settlement.

• Process complex activities related to bulk vendor valuations, bulk client valuation notices, and litigation activities.

• Performs a variety of written and verbal communications to ensure satisfactory completion or implementation of projects.

• Provides in-house expertise relation to various projects

• Ensure all transactions are processed accurately and according to the relevant documentation.

• Review team processing activities and approve cash and securities transactions in the trust accounting system related to valuations.

• Assist in training and development of junior staff members.

• Assist Manager in executing day-to-day management responsibilities.

• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.

• Takes personal initiative and is a positive example for others to emulate.

• Embraces our vision to become “Business Bank of Choice”

• May perform other duties as assigned.
  
  

About You:

• Bachelor’s Degree preferred

• 5+ Years of related experience required

• Thorough understanding of departmental professional/business goals and how they contribute to the bank’s business objective.

• Effective written and verbal communication and presentation skills.

• Demonstrated effective time/project management skills.

• Strong working knowledge of word processing and spreadsheet software to include Microsoft Word and Excel.

• Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and tight deadlines.

• Well-developed analytical and critical reasoning skills.

The pay range for this role is $25.25 to $38.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email:

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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