Trust Specialist

3 weeks ago


Bend, United States Mid Oregon Credit Union Full time
Job DescriptionJob Description

POSITION: Trust Specialist

PRIMARY FUNCTION: Responsible for managing and quality control of trust accounts for credit union members. Responsible for all aspects of IRA administration. Maintains accurate records and ensures compliance with all relevant laws and regulations. Provides direct guidance and support to credit union staff.

REQUIRED SKILLS: Excellent accuracy and attention to detail with the ability to ensure compliance with relevant laws and regulations. Strong communication skills, displaying tact and compassion when working with both members and branch teams. Ability to maintain a high degree of confidentiality and discretion. PC-proficient, including keyboarding skills, in a Windows environment.

STARTING SALARY: Depends on Experience.

BENEFITS: Medical, Dental, Vision, Life/Disability/AD&D, EAP, Aflac, 401k with Matching, Paid Vacation/Sick/Float Holiday, Paid Volunteer Hours. This position may be eligible for the hybrid work program.

STARTING DATE: Immediately

WORK LOCATION: Admin Building, Bend OR

PROPOSED SCHEDULE: Full-time employees are scheduled to work 8:00-5:00 p.m., Monday through Friday.



Job Posted by ApplicantPro


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