Trust Specialist

POSITION: Trust Specialist
PRIMARY FUNCTION: Responsible for managing and quality control of trust accounts for credit union members. Responsible for all aspects of IRA administration. Maintains accurate records and ensures compliance with all relevant laws and regulations. Provides direct guidance and support to credit union staff.
REQUIRED SKILLS : Excellent accuracy and attention to detail with the ability to ensure compliance with relevant laws and regulations. Strong communication skills, displaying tact and compassion when working with both members and branch teams. Ability to maintain a high degree of confidentiality and discretion. PC-proficient, including keyboarding skills, in a Windows environment.
STARTING SALARY: Depends on Experience.
BENEFITS: Medical, Dental, Vision, Life/Disability/AD&D, EAP, Aflac, 401k with Matching, Paid Vacation/Sick/Float Holiday, Paid Volunteer Hours. This position may be eligible for the hybrid work program.
STARTING DATE: Immediately
WORK LOCATION: Admin Building, Bend OR
PROPOSED SCHEDULE: Full-time employees are scheduled to work 8:00-5:00 p.m., Monday through Friday.
Job Posted by ApplicantPro