Job Description

<div class="trix-content"> <div><br></div><h1><strong>Corporate Trust Operations Support Specialist</strong></h1><div> <strong>Herring Bank | Full-Time | Non-Exempt<br></strong><br> </div><div> <strong>Location:</strong> Amarillo, TX – 2201 Civic Circle<br><strong>Schedule:</strong> Monday–Friday, 8:00 AM–5:00 PM<br><strong>Department:</strong> Corporate Trust Operations<br><br> </div><div>Position Summary<br><br> </div><div>Herring Bank is seeking a detail-oriented and organized Corporate Trust Operations Support Specialist to join our Corporate Trust team!<br><br> </div><div>This position supports daily operations related to church bond administration, trust and self-directed accounts, and financial transaction processing. The ideal candidate will have experience in trust operations, strong analytical skills, and the ability to manage multiple responsibilities while maintaining accuracy and compliance.<br><br> </div><div>This role also serves as a primary point of contact for customers and bondholders, providing exceptional service while supporting efficient departmental operations.<br><br> </div><div>Key Responsibilities<br><br> </div><div> <strong>Corporate Trust & Bondholder Services<br></strong><br> </div><ul> <li>Process church bond payments, deposits, transfers, redemptions, and maturity transactions.<br><br> </li> <li>Maintain accurate bondholder records, including ownership changes, address updates, and account maintenance.<br><br> </li> <li>Research and resolve bondholder inquiries related to payments, balances, and account discrepancies.<br><br> </li> <li>Process sinking fund payments, administrative fees, and other bond-related deposits.<br><br> </li> <li>Maintain records of past-due church accounts and payment activity.<br><br> </li> <li>Assist with tax documentation, including W-9 forms and 1099 reprints.<br><br> </li> </ul><div> <strong>Banking Operations & Transaction Processing<br></strong><br> </div><ul> <li>Process incoming and outgoing wire transfers and ACH transactions.<br><br> </li> <li>Perform daily account reconciliations and investigate discrepancies.<br><br> </li> <li>Complete settlement processing and prepare general ledger journal entries.<br><br> </li> <li>Review daily transactions for accuracy, completeness, and proper account coding.<br><br> </li> <li>Identify and escalate unusual transactions or processing exceptions.<br><br> </li> </ul><div> <strong>Trust Account Administration<br></strong><br> </div><ul> <li>Process payments and checks for self-directed and church bond trust accounts.<br><br> </li> <li>Coordinate proxy statement mailings and customer correspondence.<br><br> </li> <li>Assist with check voids, reissues, and account maintenance requests.<br><br> </li> </ul><div> <strong>Compliance & Operational Support<br></strong><br> </div><ul> <li>Perform OFAC screenings and assist with account audits and reviews.<br><br> </li> <li>Maintain accurate documentation in accordance with banking regulations and internal policies.<br><br> </li> <li>Respond to customer and bondholder inquiries by phone and direct requests appropriately.<br><br> </li> <li>Process and distribute departmental mail and documentation.<br><br> </li> <li>Cross-train with team members and provide operational backup support.<br><br> </li> <li>Identify opportunities to improve workflows and departmental efficiency.<br><br> </li> </ul><div>Qualifications<br><br> </div><div> <strong>Education & Experience<br></strong><br> </div><ul> <li>High school diploma or equivalent with at least 2 years of relevant trust operations experience, OR a bachelor's degree in Business, Accounting, Finance, or a related field with at least 1 year of relevant trust operations experience.<br><br> </li> <li>Previous experience with financial transaction processing, account reconciliations, ACH, wire transfers, and general ledger entries required.<br><br> </li> <li>Must be able to successfully pass a background and credit check.<br><br> </li> </ul><div> <strong>Skills & Competencies<br></strong><br> </div><ul> <li>Proficiency in Microsoft Office, particularly Excel.<br><br> </li> <li>Strong mathematical, analytical, and problem-solving skills.<br><br> </li> <li>Understanding of banking operations, financial transactions, and applicable compliance regulations, including OFAC.<br><br> </li> <li>Excellent attention to detail and accuracy.<br><br> </li> <li>Strong written, verbal, and telephone communication skills.<br><br> </li> <li>Ability to manage multiple tasks and meet daily processing deadlines.<br><br> </li> <li>Excellent organizational and time management skills.<br><br> </li> <li>Ability to work independently while recognizing when issues require escalation.<br><br> </li> <li>Strong customer service skills and a professional, team-oriented attitude.<br><br> </li> <li>Ability to maintain confidentiality and handle sensitive financial information.<br><br> </li> </ul><div>Work Environment<br><br> </div><div>This position operates primarily in a professional office environment and involves regular computer use, customer communication, and administrative processing. Occasional lifting of up to 5 pounds and limited local driving may be required.<br><br> </div><div>Join the Herring Bank Team!<br><br> </div><div>If you have experience in trust operations, enjoy working with financial transactions, and take pride in delivering accurate, dependable service, we encourage you to apply!<br><br> </div><div><strong>Herring Bank is a Member FDIC and Equal Opportunity Employer.<br></strong></div> </div>