Trust Clerk

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Job Title: Trust Clerk
Department: Trust
Date: 05.05.2023
Reports To: Trust Officer
FLSA Status: Non-Exempt

JOB SUMMARY: Performs various activities related to the daily processing and administration of trust accounts. May balance reports, handle disbursements, and maintain documents and records in the appropriate trust and custody files.

ESSENTIAL JOB FUNCTIONS:

• Answer phones and handle correspondence.
• Balance accounts and statements as assigned.
• Document trust transfers and disbursements.
• Assist Trust Department staff as needed.
• Complete transaction tickets for each department transaction
• Check writing.
• Posting of daily work
• Assist in preparation of materials for department meetings.
• Filing and file maintenance
• Assisting customers

ADDITIONAL RESPONSIBILITIES:

• Run errands as needed (related to department and/or clients).
• Perform other duties and projects as required by management.

MINIMUM QUALIFICATIONS FOR CONSIDERATION:

• High school diploma or equivalent
• Prior experience in accounting or bookkeeping related field (preferred)

KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent verbal and written communication skills.
• Strong interpersonal skills: able to work well with a wide range of people.
• Good organizational and time management skills.
• Strong knowledge of general administrative duties (filing, data entry, typing, basic bookkeeping, etc.)
• Demonstrate dependability through good attendance and adherence to timelines and schedules.
• Proven ability to work as a member of a team.
• Ability to manage multiple tasks.
• Good follow through on projects and deliverables.
• Good problem-solving skills.
• Demonstrate resourcefulness and ability to take initiative in development and completion of projects.
• Strong sense of customer service.
• Familiarity with pc applications (Word, Excel, Internet, and various other information systems).

PHYSICAL REQUIREMENTS

This work is sedentary and requires the following physical activities:

• Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.
• Frequent lifting (up to 25 pounds of paper supplies or minor office equipment).

WORKING CONDITIONS:

• Normal office environment.

NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

First National Bank & Trust of Ardmore is an EOE, Including Disability/Vets

Pay: From $36,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
• Wellness program

Application Question(s):

• Please briefly describe any accounting, bookkeeping, or professional banking experience you have.

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Preferred)
• Administrative duties: 1 year (Preferred)

Ability to Commute:

• Ardmore, OK 73401 (Required)

Work Location: In person