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Trust Operations Associate
LCNB National BankTrust Operations Associate handling transactions for Trust and Investments accounts at LCNB National Bank. Collaborating with Trust Operations Team to ensure operational efficiency and accuracy.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Trust Operations and Banking, with a strong focus on transaction processing, data analysis, and operational issue resolution. Proficient in Microsoft Office, particularly Excel, while maintaining high attention to detail and client-focused service.
Highest-signal resume keywords
Trust OperationsTransaction ProcessingData AnalysisMicrosoft ExcelProblem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account MaintenanceTrade PostingCorporate ActionsReconciliationsData EntryAttention to DetailOperational Issue ResolutionTransaction Monitoring
Soft Skills
Client-Focused ServiceOrganizational SkillsEffective CommunicationCollaborationCuriosity
Tools & Technologies
Microsoft OfficeStandard Office Equipment
Industry Keywords
BankingFinanceSecurities IndustryProcess FlowsOperational Procedures
About the role
Key responsibilities & impact- Performs a variety of transactions on Trust and Investments accounts, including but not limited to, account maintenance, pricing, trade posting, corporate actions, disbursements, transfers, wires, deposits, fees, dividends, and reconciliations.
- Researches and resolves advanced and complex business issues.
- Serves as backup for cross-functional responsibilities during absences.
- Identifies and helps resolve systemic and operational issues.
- Assists with special projects.
- Maintains a variety of data files and records.
- Monitors and processes transaction requests on behalf of clients in accordance with established procedures.
- Operates standard office equipment and uses required software applications.
- Adheres to principles, practices, and procedures related to general office operations, finance, and the securities industry.
- Understands and follows process flows and regulations related to trust operations.
- Performs other duties and responsibilities as assigned.
Requirements
What you’ll need- 3+ years of experience in banking, trust operations, accounting, data entry, or any role requiring a high degree of attention to detail.
- Operating standard office equipment and using required software applications, particularly Microsoft Office, with an emphasis on Excel.
- Identifying and resolving operational issues while finding opportunities for improvement.
- Problem-solving with accuracy and efficiency.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Maintain a high level of attention to detail and accuracy.
- Provide courteous, client-focused service while maintaining professionalism.
- Work independently while effectively managing responsibilities.
- Work collaboratively when needed and communicate effectively with team members and external contacts at all levels.
- Analyze data to identify discrepancies and inconsistencies.
- Show curiosity and a willingness to learn new processes and systems.
Benefits
Comp & perks- In office expectations, working remotely is permitted, but limited.
- Ability to remain in a stationary position up to 75% of the time.
- Ability to lift and carry up to 15 lbs.
- Occasionally move/traverse to access files and equipment.
- Constantly operates a computer and other office equipment.