Trust Operations Specialist - Part-Time

Pioneer Trust Bank

Trust Operations Specialist - Part-Time

Salem, OR
Part Time
Paid
  • Responsibilities

    Pioneer Trust Bank, N.A. – Salem, Oregon

    Hours: Mon-Fri - 2:00 PM – 5:00 PM

    Hourly Rate: $17.50 - $25.50 - depending on experience

    ** About Pioneer Trust Bank**

    Founded in 1924, Pioneer Trust Bank has established an outstanding reputation for quality. Credit for this goes to everyone in our organization. Our employees are known for exceptional customer service, outstanding support to our community and excellence in all we do. We are looking to add members to the team that support these values.

    Position Overview

    Pioneer Trust Bank, N.A. is seeking a professional, personable, and self-motivated individual for a part-time Trust Operations Specialist. The Trust Operations Specialist is responsible for all the central filing for the Trust Department and for making Bank deliveries.

    What you will do

    • Deliver trust client checks for deposit at other local banks
    • File trust file folders in a central filing area, maintain filing area in an orderly state
    • File trust documents, correspondence, client bills, tax and medical benefit information in their appropriate files located throughout the Bank
    • Assist Trust Department personnel with clerical projects and delivery of documents as requested
    • File documents and correspondence for closed accounts in storage areas located throughout the Bank
    • Transfer closed account files from the upstairs transfer filing area to the basement storage area annually
    • Destroy closed trust account files, bills, and tax returns as instructed
    • Assist with mailing of trust statements as needed
    • Special projects as assigned

    Why you will be successful

    • Hold a High School Diploma/GED equivalent preferred
    • Have a vehicle for deliveries located outside of the downtown Salem area. Proof of a valid driver’s license and automobile insurance is required. Mileage will be reimbursed at the standard Federal mileage rate as posted by the Internal Revenue Service
    • Committed to working professionally with customers and co-workers
    • Able to communicate effectively in person, via phone and email
    • Enjoy paying close attention to detail with accuracy
    • Work well independently and as part of a team
    • Ability to perform repetitive finger, hand, and arm movements
    • Ability to lift to 35 lbs
    • Ability to reach, squat, bend and manually manipulate standard office equipment

    This position is part time and does not qualify for our benefits programs.

    Pioneer Trust Bank, N.A. is an EEO employer and is dedicated to an organizational culture of inclusivity. For more information about us, please visit www.pioneertrustbank.com.