Trust Client Services Representative – Trust & Wealth Management team Position Available In Charlotte, Florida
Tallo's Job Summary: The Trust & Wealth Management team at Crews Bank & Trust is seeking a Trust Client Services Representative to handle daily trust account operations, transaction processing, and client inquiries. Responsibilities include account documentation, compliance, and collaborating with internal teams. Required skills include strong organizational abilities, attention to detail, and effective communication. High School Diploma required, finance or business degree preferred, with two years of financial services experience.
Job Description
Trust Client Services Representative – Trust & Wealth Management team Crews Bank & Trust 1100 Tamiami Trail, Port Charlotte, FL 33953
Description:
The Trust & Wealth Management team is looking to add a Trust Client Services Representative . This individual facilitates the daily operations of trust accounts, transaction processing, record maintenance and addressing Client and Trust Officer inquiries. Responsibilities include handling account documentation, collaborating with internal teams and ensuring compliance with regulatory standards. Must have strong organizational skills, attention to detail and effective written and verbal communication.
Responsibilities include:
Operational account input; Transaction processing; Daily settlement and reconciliations; Compliance and document management; Reporting and record keeping; and cross trained on other daily operational functions to assist the team.
Requirements:
Skills and Experience :
Desire and willingness to work in a collaborative, flexible and team-oriented work environment Effective inter-personal communication skills Proven critical thinking and problem-solving skills Strong working knowledge using the Microsoft Office suite platform Displays professional and courteous behavior in all situations Strong attention to detail, organizational skills and completion of projects High School Diploma – Associate or Bachelor’s degree in finance, business or related field preferred Two years’ experience in financial services and customer service Experience with financial institution policies and procedures Crews Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. EOE/Vets/Disabilities
