Corporate Trust Operations Support Specialist

Job Description

Job Description

Corporate Trust Operations Support Specialist Herring Bank | Full-Time | Non-Exempt

Location: Amarillo, TX – 2201 Civic Circle
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Department: Corporate Trust Operations

Position Summary

Herring Bank is seeking a detail-oriented and organized Corporate Trust Operations Support Specialist to join our Corporate Trust team!

This position supports daily operations related to church bond administration, trust and self-directed accounts, and financial transaction processing. The ideal candidate will have experience in trust operations, strong analytical skills, and the ability to manage multiple responsibilities while maintaining accuracy and compliance.

This role also serves as a primary point of contact for customers and bondholders, providing exceptional service while supporting efficient departmental operations.

Key Responsibilities

Corporate Trust & Bondholder Services

• Process church bond payments, deposits, transfers, redemptions, and maturity transactions.

• Maintain accurate bondholder records, including ownership changes, address updates, and account maintenance.

• Research and resolve bondholder inquiries related to payments, balances, and account discrepancies.

• Process sinking fund payments, administrative fees, and other bond-related deposits.

• Maintain records of past-due church accounts and payment activity.

• Assist with tax documentation, including W-9 forms and 1099 reprints.

Banking Operations & Transaction Processing

• Process incoming and outgoing wire transfers and ACH transactions.

• Perform daily account reconciliations and investigate discrepancies.

• Complete settlement processing and prepare general ledger journal entries.

• Review daily transactions for accuracy, completeness, and proper account coding.

• Identify and escalate unusual transactions or processing exceptions.

Trust Account Administration

• Process payments and checks for self-directed and church bond trust accounts.

• Coordinate proxy statement mailings and customer correspondence.

• Assist with check voids, reissues, and account maintenance requests.

Compliance & Operational Support

• Perform OFAC screenings and assist with account audits and reviews.

• Maintain accurate documentation in accordance with banking regulations and internal policies.

• Respond to customer and bondholder inquiries by phone and direct requests appropriately.

• Process and distribute departmental mail and documentation.

• Cross-train with team members and provide operational backup support.

• Identify opportunities to improve workflows and departmental efficiency.

Qualifications

Education & Experience

• High school diploma or equivalent with at least 2 years of relevant trust operations experience, OR a bachelor's degree in Business, Accounting, Finance, or a related field with at least 1 year of relevant trust operations experience.

• Previous experience with financial transaction processing, account reconciliations, ACH, wire transfers, and general ledger entries required.

• Must be able to successfully pass a background and credit check.

Skills & Competencies

• Proficiency in Microsoft Office, particularly Excel.

• Strong mathematical, analytical, and problem-solving skills.

• Understanding of banking operations, financial transactions, and applicable compliance regulations, including OFAC.

• Excellent attention to detail and accuracy.

• Strong written, verbal, and telephone communication skills.

• Ability to manage multiple tasks and meet daily processing deadlines.

• Excellent organizational and time management skills.

• Ability to work independently while recognizing when issues require escalation.

• Strong customer service skills and a professional, team-oriented attitude.

• Ability to maintain confidentiality and handle sensitive financial information.

Work Environment

This position operates primarily in a professional office environment and involves regular computer use, customer communication, and administrative processing. Occasional lifting of up to 5 pounds and limited local driving may be required.

Join the Herring Bank Team!

If you have experience in trust operations, enjoy working with financial transactions, and take pride in delivering accurate, dependable service, we encourage you to apply!

Herring Bank is a Member FDIC and Equal Opportunity Employer.