Trust Specialist
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
60 Exchange Bank Customer Service Representative Jobs Hiring Near You
Trust Specialist
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
Santa Rosa, CA ยท On-site
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
Santa Rosa, CA ยท On-site
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
Santa Rosa, CA ยท On-site
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
Santa Rosa, CA ยท On-site
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
San Rafael, CA ยท On-site
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Trust Specialist
San Rafael, CA ยท On-site
$26 - $33/hr
Perform research in response to customer inquiries, recommend strategies for problem resolution to ... Strong communicator, and enjoy working as part of a team Why Exchange Bank? * Grow with us: Hands ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Rohnert Park
Rohnert Park, CA ยท On-site
$20.40 - $26.20/hr
... of Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing superior customer experience during every ...
Relationship Banker - Larkfield
Santa Rosa, CA ยท On-site
$21.95 - $28/hr
... Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every ...
Relationship Banker - Larkfield
Santa Rosa, CA ยท On-site
$21.95 - $28/hr
... Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every ...
Relationship Banker - Larkfield
Santa Rosa, CA ยท On-site
$21.95 - $28/hr
... Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every ...
Relationship Banker - Larkfield
Santa Rosa, CA ยท On-site
$21.95 - $28/hr
... Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every ...
Relationship Banker - Larkfield
$21.95 - $28/hr
... Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every ...
Relationship Banker - Larkfield
$21.95 - $28/hr
... Exchange Bank products and services and can perform both teller and platform transactions while leading advice-based conversations and providing a superior customer experience during every ...
Mortgage Closer
Salina, KS ยท On-site
... customer service to ensure a professional and timely transaction for all involved. The position ... FSA and HSA with employer contribution to HSA Exchange Bank is an Equal Opportunity Employer, M/F ...
Quick apply
Mortgage Closer
Salina, KS ยท On-site
... customer service to ensure a professional and timely transaction for all involved. The position ... FSA and HSA with employer contribution to HSA Exchange Bank is an Equal Opportunity Employer, M/F ...
Electronic Banking Specialist
Santa Rosa, CA ยท On-site
$22 - $30/hr
Assess debit card, ACH and Zelle disputes to determine bank and customer liability as well as ... Commitment - Respect - Integrity - Teamwork An award-winning bank, our community has voted Exchange ...
Electronic Banking Specialist
Santa Rosa, CA ยท On-site
$22 - $30/hr
Assess debit card, ACH and Zelle disputes to determine bank and customer liability as well as ... Commitment - Respect - Integrity - Teamwork An award-winning bank, our community has voted Exchange ...
Mortgage Closer
Lincoln, NE ยท On-site
... customer service to ensure a professional and timely transaction for all involved. The position ... FSA and HSA with employer contribution to HSA Exchange Bank is an Equal Opportunity Employer, M/F ...
Quick apply
Mortgage Closer
Lincoln, NE ยท On-site
... customer service to ensure a professional and timely transaction for all involved. The position ... FSA and HSA with employer contribution to HSA Exchange Bank is an Equal Opportunity Employer, M/F ...
Mortgage Closer
Omaha, NE ยท On-site
... customer service to ensure a professional and timely transaction for all involved. The position ... FSA and HSA with employer contribution to HSA Exchange Bank is an Equal Opportunity Employer, M/F ...
Quick apply
Mortgage Closer
Omaha, NE ยท On-site
... customer service to ensure a professional and timely transaction for all involved. The position ... FSA and HSA with employer contribution to HSA Exchange Bank is an Equal Opportunity Employer, M/F ...
Electronic Banking Specialist
Santa Rosa, CA ยท On-site
$22 - $30/hr
Assess debit card, ACH and Zelle disputes to determine bank and customer liability as well as ... Commitment - Respect - Integrity - Teamwork An award-winning bank, our community has voted Exchange ...
Electronic Banking Specialist
Santa Rosa, CA ยท On-site
$22 - $30/hr
Assess debit card, ACH and Zelle disputes to determine bank and customer liability as well as ... Commitment - Respect - Integrity - Teamwork An award-winning bank, our community has voted Exchange ...
Electronic Banking Specialist
$22 - $30/hr
Assess debit card, ACH and Zelle disputes to determine bank and customer liability as well as ... Commitment - Respect - Integrity - Teamwork An award-winning bank, our community has voted Exchange ...
Electronic Banking Specialist
$22 - $30/hr
Assess debit card, ACH and Zelle disputes to determine bank and customer liability as well as ... Commitment - Respect - Integrity - Teamwork An award-winning bank, our community has voted Exchange ...
Exchange Bank Jobs Information
What other companies are hiring for Customer Service Representative jobs?
What are the most popular jobs at Exchange Bank?
What are the most popular categories at Exchange Bank?
$26 - $33/hr
Full-time
Medical, Retirement, PTO
Re-posted 25 days ago
Job description
Do you want to work with a team that provides opportunities for growth and continual learning?
Do you possess a balance of people skills and detail orientation?
If so, our Trust Specialist role may be for you.
In this supportive role, you will learn the fundamentals of trust administration while helping to carry out the financial goals of our clients.
What You'll Do:
- Support Trust Officers with the administration of complex trust, estate, and investment accounts. ย
- Manage daily cash flow and bill payment functions for assigned accounts. Forecast client cash needs and provide estimates of liquidity needed to Trust Officers.
- Ensure transactions and activities are compliant with governing document, applicable laws and department policy.
- Support account onboarding and closing processes, update trust accounting system, and perform routine file maintenance.
- Perform research in response to customer inquiries, recommend strategies for problem resolution to Trust Officers and implement changes as needed.
- Support client relationships and develop a thorough understanding of client needs.
Who You Are:
- At least two years of experience in an administrative support role or trust administration role
- Interested in gaining skills for a career in finance and trust administrationย
- Associate's degree in accounting, business administration, math, finance, or related field or equivalent experience
- Detail oriented, with strong administrative and organizational skills
- Strong communicator, and enjoy working as part of a teamย
Why Exchange Bank?
- Grow with us: Hands-on exposure to learn the fundamentals of trust administration and management
- Community roots: With more than 130 years of history, Exchange Bank has always invested in people, businesses, and the community we serve.
- Career development: Coaching, training, and real opportunities to advance your career.
- Culture of care: Our employees enjoy comprehensive benefits, development programs, and a supportive team environment.
Compensation and Benefits:
The hiring range for this position is $26.00 to $33.00 per hour. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills. In addition, we offer sick, vacation, and personal time, competitive health insurance, 401k match and discretionary profit-sharing contribution, and financial program discounts.
ย