Trust Operations Specialist I

Trust Operations Specialist - More than your Bank. Your banker.

Hours

Monday - Friday 40 Hours

General Summary

Provides administrative and operational support in accordance with established systems and procedures. Coordinates the daily workflow to ensure that operating schedules are met. Establishes and maintains appropriate files and records. Develops and prepares reports and records relating to a particular project.

All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.

Principal Duties and Responsibilities

• Responsible for bill pay entry and approval within approval limit.


• Setup, maintenance, and research of recurring bill pay items.


• Review bill pay posting codes for accuracy.


• Cross train on Trust Operations Specialist II as backup for specific tasks.


• Initiates and implements changes in trust operations procedures as needed.


• Prepares and submits various reports to management.


• Charged with special Trust projects, from origination to completion.


• Research and correct transaction postings


• Other Operational tasks as assigned.

Employer determines the essential functions of the job.

All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.

Associated Duties

• Provides additional support to manager and department colleagues.


• Meet daily disbursement deadlines


• Assist with audit requests as needed by Controller. Provides additional support to manager and department colleagues.


• Update desk procedures as needed.


• Assist with Vault Audits


• Completes all assigned/required Bank training within established timelines.

Knowledge, Skills and Abilities (KSA) Required

The following KSAs are usually acquired through education with specialized training course(s) in accounting or business and/or five to seven years experience:

1. Knowledgeable of general accounting principles.


2. Excellent communication skills, both verbally and written.


3. Proficiency in Microsoft Suites, particularly Excel.


4. Must possess initiative.


5. Ability to exercise good judgment and make sound decisions with minimal input from management.


6. Must be able to work well under pressure.

Education

Two-year AA or AS degree in Accounting, Business Management or Finance preferred. Relevant experience may substitute for the education requirement.

Working Conditions

• Professional office environment.


• In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

Capital City Bank associates are our greatest asset. We offer the following benefits:

• Medical, Dental and Vision


• Life Insurance


• 401(k) with Matching


• Flexible Spending Accounts


• Tuition Assistance


• Stock Purchase


• Discounts on Products and Services

EOE/Protected Veterans/Disabled/Drug Free

The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.