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Trust Operations Specialist at Associated Bank, NA - ApplyBlast

Trust Operations Specialist

Associated Bank, NA

23 days ago

Green Bay, Wisconsin, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role oversees the balancing, reconciling, and posting of daily trust account transactions to ensure timely and appropriate charges and deposits to the Trust Company's checking account. The position involves monitoring client transactions, resolving out-of-balance issues, and coordinating the release of customer statements for accurate distribution. Additionally, the specialist manages incoming and outgoing wires, reviews trust flexible payment system transactions, and handles interoffice and external mail distribution.

Responsibilities

Oversee daily trust account balancing and reconciliation
Coordinate client statement production and distribution
Process and verify incoming and outgoing wire transfers

Skills

Qualifications

Associate's DegreeAccountingFinance

About Associated Bank, NA

associatedbank.com

Headquarters

Green Bay, Wisconsin, United States

Company Size

1001-5000 employees

Founded

1861

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Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.