Trust Operations Specialist III

Asset Valuation Team Lead

The Asset Valuation Team Lead has a primary responsibility to review and approve all aspects of the firm's Private Security and Real Estate maintenance 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.

• Review team processing activities and approve cash and securities transactions in the trust accounting system related to expense payments, litigation, and valuations.
• Ensure all transactions are processed accurately and according to the relevant documentation.
• Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.
• Transactions may be complex in nature.
• Process complex activities related to bulk vendor valuations, bulk client valuation notices, and litigation activities.
• Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.
• Proactively communicate with clients via phone to advise them of the status of their request.
• Quickly remediate any issues or concerns arising from the client contact.
• Ensure all procedures related to client contact are adhered to.
• Assist in training and development of junior staff members.
• Train new hires.
• Train existing employees on complex activities.
• Assist Manager in executing day-to-day management responsibilities.
• Review team queues to ensure timely processing of requests.
• Assign new work items to team members based on skill level and expertise.
• Assist Manager in executing on team projects and initiatives.
• Other duties as assigned.

About You:

• Bachelor's degree in related field or equivalent financial services experience required.
• Minimum 5 years financial services experience required.
• Previous experience processing in a securities processing environment required.
• Previous experience reviewing and approving high risk transactions required.
• Previous experience in alternative investments required.
• Previous experience training junior team members required.
• Must be highly organized with the ability to handle multiple tasks at one time.
• Excellent organizational, time management, problem prevention and problem-solving skills.
• Excellent communication skills with the ability to convey detailed information and instructions clearly, write reports, correspondence and procedures.
• Ability to thrive in a team-oriented environment.
• Must be flexible and willing to work in a fast-paced dynamic environment.

The pay range for this role is $25.23 - $36.00.

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).

1801 California Street Suite 800 Denver CO 80202

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.