Trust Operations Officer jobs in Tiverton, RI
Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Trust Operations Officer jobs
Banker I Martha's Vineyard Area
- Rockland Trust
-
Edgartown, MA
FULL_TIME
-
As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad range of financial knowledge and communication skills to address customer needs, ensuring that each customer leaves satisfied not only today, but for years to come.
With a positive can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for executing the bank's promises by proactively identifying opportunities to deepen customer relationships, create a positive work environment, and establish meaningful roots in the community.
The Banker position offers exceptional growth opportunity within the banking industry, and provides a solid foundation for developing your banking and customer service skills. If you are a "people person" looking to make a positive impact on the financial well-being of those in your community, then this is the job for you!
What You'll Experience:- Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed.
- Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need.
- Recognition & reward: We believe all colleagues should be recognized for their contributions.
- Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers.
- Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include: competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more.
Who We Are:
At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they're empowered to make a difference for our customers and communities.
As one of The Boston Globe's "Top Places to Work" for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we've built a workplace that enhances our colleagues' lifestyle and inspires them to reach their full potential.
For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.What You'll Do:- Support customer relationship development and transaction processing to assist the bank in meeting its sales and service goals.
- Accurately and efficiently execute the day-to-day transactional needs of the bank's client base, including opening and processing all types of accounts (including deposit and loan products), check cashing, balancing cash drawer, performing settlement procedures, and processing withdrawals and deposits for both consumer and business customers within established guidelines and authority.
- Proactively cross-sell bank products and services to existing and new customers by utilizing the current tools and tracking systems provided.
- Make qualified referrals to business partners in the areas of investments, mortgage, cash management, etc.
- Complete the Home Equity application process with customers, communicate and follow up on application requirements and complete the closing process.
- Achieve individual and team sales and service goals; actively participate in sales promotions.
- Use a needs-based consultative approach to recommend products or services that will enhance and complement the customer's relationship.
- Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedure; troubleshoot customer issues and provide follow-through to ensure resolution.
- Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
- Use knowledge, experience, and ability to demonstrate self-service channels to customers, including ATM, Online Banking, and Mobile Banking.
- Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
- Create and foster a fun, respectful work environment, in collaboration with Branch Manager.
- Represent Rockland Trust by establishing meaningful roots in the communities it serves.
- Adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk of loss to the Bank.
- Assume responsibility for additional reporting duties and responsibilities as required.
Required Qualifications:- Two year degree or equivalent job experience.
- Minimum 1 year sales experience in a financial or retail environment.
- Must be or become a Notary Public and NMLS certified.
- Successfully pass the Level I Business Certification.
- Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment.
- Strong verbal and written communication skills.
- Excellent organizational skills, with attention to detail and accuracy.
- Strong sales orientation with ability to balance multiple priorities, adapt, and work in a team environment.
- Ability to work intuitively and find creative solutions should any problems arise.
- High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
- Positive approach to interactions with customers and team members.
- Ability to work within normal office requirements, with long periods of standing and continuous customer support.
- Ability to lift and carry up to 50 pounds.
- Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate.
- Ability to successfully complete our training program
Preferred Skills/Experience:- Two to four years of teller experience preferred.
Rockland Trust is the Bank Where Each Relationship Matters. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Now that you've heard a little bit about us, we'd love to hear more about you. Submit your application and come help us strengthen our communities- one relationship a time.
"Rockland Trust is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. We recognize that in competitive financial services markets, employees make the difference between an ordinary company and an excellent one. Employees come to Rockland Trust with different backgrounds and experiences. These differences together can result in greater creativity, better insights, and improved decision-making, all vital to Rockland Trust's success in the New England marketplace.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 781.982.6198 or email Careers@RocklandTrust.com for assistance. "
- 2 Days Ago
Teller Trainee Flexible Hours Martha's Vineyard
- Rockland Trust
-
Vineyard Haven, MA
FULL_TIME
- Rockland Trust has flexible, fulltime, part time and weekend only roles as a Float Teller. Contribute to the smooth operation of a variety of local branch locations as you proactively explore customer...
- 3 Days Ago
Banker I Falmouth Branch
- Rockland Trust
-
Falmouth, MA
FULL_TIME
- As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad...
- 7 Days Ago
Banker I Edgartown Main Branch
- Rockland Trust
-
Edgartown, MA
FULL_TIME
- As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad...
- 11 Days Ago
Part Time Teller Trainee Somerset Branch
- Rockland Trust
-
Somerset, MA
PART_TIME
- As a Teller Trainee at Rockland Trust, you are at the heart of our branches and the frontline of customer service, proactively exploring customer needs and offering personalized advice that serves to ...
- 2 Months Ago
Relationship Manager - IMG
- Rockland Trust
-
Hyannis, MA
FULL_TIME
- The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while suppo...
- 2 Months Ago
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0 Trust Operations Officer jobs found in Tiverton, RI area
Assistant to the Dean, Mario J. Gabelli School of Business
- Roger Williams University
-
Bristol, RI
- Job Description: The Administrative Assistant is directly responsible for the operational administration of the office o...
- 5/6/2024 12:00:00 AM
Operations & Administrative Coordinator
- Brown University
-
Providence, RI
- Job Description: The Operations & Administrative Coordinator (SAS) provides coordination and oversight of SASs daily ope...
- 5/4/2024 12:00:00 AM
Assistant to the Dean, Mario J. Gabelli School of Business - Roger Williams University
- Roger Williams University
-
Bristol, RI
- Job Description: The Administrative Assistant is directly responsible for the operational administration of the office o...
- 5/4/2024 12:00:00 AM
Sr. Customer Service Rep>
- Americold
-
Taunton, MA
- Americold - 455 John Hancock Road [Customer Service Representative] As a Sr. Customer Service Rep at Americold, you'll: ...
- 5/4/2024 12:00:00 AM
Deputy Director of Economic Development
- Providence County, RI
-
Providence, RI
- The City of Providence welcomes and encourages diversity in our workforce at all levels of the organization. We provide ...
- 5/4/2024 12:00:00 AM
Administrative Assistant
- GI Associates & Endoscopy Center
-
Providence, RI
- GI Alliance is seeking an experienced Administrative Assistant. Duties of this position include, but are not limited to,...
- 5/4/2024 12:00:00 AM
Clinical Research Assistant
- University Gastroenterology
-
Providence, RI
- Job Type Full-time Description Responsibilities/Duties/Functions/Tasks: •Assists the Study Team, as needed in communicat...
- 5/4/2024 12:00:00 AM
Senior Operations Manager-$5,000 Sign on Bonus
- Dave & Buster's, Inc.
-
Braintree, MA
- Job Description: THE SENIOR MANAGER: Provides overall leadership, supervision and direction on strategic initiatives and...
- 5/2/2024 12:00:00 AM
About Tiverton, Rhode Island
Tiverton is a town in Newport County, Rhode Island, United States. The population was 15,780 at the 2010 census.
Tiverton is located on the eastern shore of Narragansett Bay, across the Sakonnet River from Aquidneck Island (also known as the Island of Rhode Island). Together with the adjacent town of Little Compton, the area is disconnected from the rest of the state of Rhode Island. The northern portion of the town is located on Mount Hope Bay.
Much of the town is located along a granite ridge which runs in a north–south direction, rising approximately 170 feet in elevation from the bay. A la...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Officer jobs
$78,948 to $114,148
Tiverton, Rhode Island area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does a Trust Operations Officer do?
Trust Operations Officer in Atlantic City, NJ
Gold Trust Capital located at Nungua, Accra is seeking to recruit Assistant operations officer. JobSearchGh is creating transparency between you and the employers.
November 27, 2019
Trust Operations Officer in Green Bay, WI
Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
February 16, 2020
Trust Operations Officer in San Bernardino, CA
The Sec & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
February 12, 2020