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2505-6 Trust Specialist (Memphis, TN)

Commercial Bank and Trust Company

Trust Specialist (Memphis, TN)

Role and Responsibilities:
1. Assists Special Assets Manager with Real Estate, automobiles, and other assets as directed.
2. Performs general office duties and manages projects as directed by the Senior Trust Officer.
3. Coordinates Pugliese Medical Foundation Grant Applications, Approvals, Denials, and Tax Log Process. (Paris)
4. Prepare Trust Committee Minutes and other Trust Committee Reports monthly as requested.
5. Files health and life insurance claims
6. Accurately prepares 60 Day Reviews and aids in the preparation of Account Instrument and Investment Reviews.
7. Coordinates bills for trust, estate, and agency accounts to be paid by other Trust Staff.
8. Employee opens, stamps, scans, and distributes mail and other incoming and outgoing documents in a timely and organized manner daily.
9. Employee is responsible for working with designated officer(s) effectively including coordinating meetings and appointments.
10. Employee is responsible for account file review of all designated officer’s opened and closed account documentation to ensure completeness, accuracy, and timeliness ensuring compliance with all policies and procedures.
11. Employee follows up with customers, trust officers, operational team, and other professionals, as well as prepares routine correspondence to beneficiaries, vendors, professional partners, and IRS.
12. Employee accurately inputs Trust Committee decisions, approvals, and code changes into the trust accounting system, as well as the appropriate Trust department logs as requested.
13. Employee responds to customer inquiries, research, and resolves complex account issues as needed.
14. Obtain tax identification numbers for new trust accounts as needed.
15. Reviews maturity report and performs necessary tasks to collect or reinvest proceeds.
16. Researches Estate Administration Projects as directed by the Trust Officer.
17. Will strive to make referrals of trust services and bank products to contacts in the community.

Qualifications and Education Requirements
• Bachelor’s degree in business, Finance, Economics, Accounting, or equivalent work experience.
• Experience in finance or investment management is a plus
• Valid driver’s license
• Must be willing to complete Cannon Financial Institute Trust School.

Preferred Skills:
• Excellent verbal and written communication skills with a diverse range of individuals
• Must be proficient in Microsoft Office or related software
• Tact and public relations expertise
• Must be able to perform Internet research and be a creative problem solver.

Apply: CBTC Career Page or send resume to [email protected] .

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