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Passumpsic Bank is looking for a bright, energetic and highly motivated individual to join our organization as a Operations Processor. Are you a self motivated and self directed individual who works well in a team environment? The right individual will have opportunities to grow to management positions within the organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Set Up customer account files, ensuring completeness of necessary information, including OFAC and CIP
- Schedule appointments and maintain calendars for administrative and investment officers & Financial Consultants
- Perform wire transfers, check requests, and payment of bills as required through accounting system in
conjunction with Accutech Systems
- Prepare meeting agendas and compile necessary meeting materials for the Trust & Investment Services
Committee (T&ISC), Trust Investment Committee (TIC), and the Trust Administration Committee (TAC)
- Take minutes at TIC & TAC
- Receive confirmations from brokers on security trades and enters them onto the accounting system
- Actively participate on Sub-committees within bank for regulatory purposes and organizational teamwork
- Greet visitors, ascertain nature of business, and direct customers to appropriate officers.
- Compose and type routine correspondence, responsible for frequent bulk mailings to clients and COI’s
- Responsible for all incoming and outgoing mails
- Responsible for calculation of Internal Money Market Rate and conveying information to appropriate parties
and documentation thereof.
- Works with Financial Consultants and our Brokerage firm Infinex Securities to help with documentation and
coordination of customer files.
-Will be responsible for special projects as assigned. First project will be transitioning paper files for the department
into digital.
EDUCATION and/or EXPERIENCE:
High School Diploma and two years exposure to job related activities. Requires a degree of maturity necessary to function in activities beyond standard routines.
Passumpsic Bank has access to various industry resources and educational opportunities for all employees. The ideal candidate should have a desire and willingness to engage in professional development programs. We are a workplace that highly values the contributions of our people. We believe if we work together, we can accomplish amazing feats for our community. To this end, we recruit bright, energetic and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for advancement and learning new skills. We really believe that when our employees succeed, everyone wins.
If you have any questions about this position, please feel free to ask.
Equal Opportunity Employer
Member FDIC
Minority/Female/Veteran/Disability
Learn more about this Employer on their Career Site
