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Job Information

Ephrata National Bank Trust Operations Specialist in Ephrata, Pennsylvania

Summary: 

This position is responsible for providing operational support to the Trust Operations Department. 

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Understand and support bank and Wealth Management division's mission.
  • Perform established list of operational tasks on a daily basis with minimal error i.e. reconcile multiple accounts with custodians, daily balancing of trust checking account, processing corporate actions, printing checks and processing class action litigations.  
  • Work with reporting and analytics inclusive of utilizing mathematical reasoning skills such as percentages, fractions, interest calculations.
  • Maintain a general knowledge of Trust's products and services. 
  • Responsible for providing back-up support on other duties of the Trust Operations department. 
  • Ensure all reconcilements, balancing routines, and accounting controls assigned are kept up to date.
  • Communicate effectively on behalf of the Trust Operations department.  
  • Work within general reports and other correspondence and use standard or specialized computer hardware and software packages including word processing in a Windows environment.
  • Maintain a working understanding of, and comply with trust policies, procedures and applicable trust regulations.
  • Multi-task job functions, as requested, for duties across the Trust Operations department.
  • Assist with filing, mailing, scanning and maintaining other daily reports. 
  • Other duties or projects as designated by management

Required Education and Experience:

  • Two year degree from an accredited college preferred or equivalent experience: Two years of related work experience
  • Proven skills to effectively perform detailed clerical functions with minimal supervision
  • One years of related work experience.  
  • Must have a professional appearance and manner
  • Ability to balance multiple tasks simultaneously
  • Must be self-motivated
  • Expected to participate in appropriate educational classes as management requires

Competencies:

  • ENB Operational and Functional Competencies

Supervisory Requirements:

This position has no supervisory responsibilities.

Work Environment:

This job operates in a professional work environment.   This role routinely uses standard office equipment such as computers, monitors, mouse, keyboard, phones, printers, scanners, photocopiers, filing cabinets, calculator, and fax machines. Due to physical location of this position, phone ringing, and people conversing, it may be difficult to hear at times and therefore easily distracting.

Physical Demands:

Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees.  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision required by the job includes close vision, distance vision, and the ability to focus. While this position is primarily sedentary, the employee is frequently required to stand, walk, use hands to finger, handle or feel objects or controls, reach with hands and arms, bend, balance, stoop, kneel, and crouch. The employee must be able to lift and/or move up to 25 pounds including standard computer and copy paper boxes, and must be able to open and close filing cabinets and drawers.

Position Type and Expected Hours of Work:

This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Flexibility of schedule to meet business needs is required.

Travel:

This position may require travel.

EEO Statement 

*Ephrata National Bank supports a diverse workforce and i an Equal Opportunity Employer. *It is the policy of Ephrata National Bank to provide equal employment opportunities without regard to race, ethnicity, color, religion, sex, national origin, age, disability, marital status, covered veteran status, sexual orientation, gender identity, genetic information or any other protected characteristic applicable under law. The bank complies with all relevant federal, state, and local laws, as well as, all regulations regarding nondiscrimination.  

This job description reflects management's assignment of essential functions and position responsibilities. Nothing in this job description restricts management's rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank's procedures and to act as a role model in the adherence to the bank's policies.

 

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