Hancock Whitney Looking for Trust Ops Specialist 4 at Gulfport, MS  Full Time

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The incumbent processes and reconciles complex transactions for assigned system applications and performs the necessary operational and administrative functions to support the department. The incumbents handle the most complex and sensitive bank functions within the department in accordance with established systems and procedures. Incumbent serves as a primary trainer, mentor, and guide to provide direction for new hires and less experienced staff. Incumbents handle assigned projects.

• Workflow Lead that also devotes 70% or more of time to performing the same day-to-day work.
• Reviews exceptional items, unusual situations, difficult and/or complex customer issues, resolves most issues/problems.
• Serves as liaison between Trust Operation staff, division officers, and external contacts regarding customer service, documentation, and workflow.
• Coordinates daily workflow in and out of the area with related officers and departments to ensure that operating schedules and/or department deadlines are met.
• Assigns and checks work of designated staff to ensure accuracy and compliance with policies, procedures, and regulations.
• Trains employees on established organization and department procedures, rules, and regulations.
• Conducts research, compiles statistics, and prepares reports regarding department operations.
• May assist manager with reviewing and recommending new work procedures to improve daily operations.
• May assist manager with establishing and/or maintaining department policy, procedures, and desk operating manuals.
• Provides intermediate level administrative and customer service support to the Trust Relationship Manager team in managing their assigned accounts.
• Serves as the direct contact for routine customer inquiries, account research, and solves moderately complex problems.
• Prepares supporting account transaction documentation and verifies transaction accuracy.
• Monitors customer account cash flow status and notifies Trust Relationship Manager of current or anticipated overdrafts.
• Drafts letters and correspondence to clients for Trust Relationship Manager’s review.
• Analyzes and summarizes account documents and contractual fee agreements.
• Conducts internal reconciliations to ensure compliance with department control policies and to monitor and mitigate risks and ensure adherence to department quality standards and government regulations.
• May generate standard department reports, forms and correspondence such as requests for additional information, verification, account maintenance, disbursements, etc.
• May involve performing duties with respect to the bank’s Registered Transfer Agent, and be subject to all the regulations and requirements applicable thereto.

Serves as a trainer and guide for new hires and less experienced staff. Incumbents at this level may be in training for the next level of advancement. Serves as a workflow lead. May serve as a back-up for the Operations Manager

• High School Diploma, GED, or equivalent amount of training and experience
• Degree in Business, Finance, or Accounting preferred or equivalent amount of work experience
• 5 years of Trust, securities, or bank operations experience strongly preferred
• Client service support experience
• Supervisory experience preferred
• Proficiently cross trained on multiple positions within the Trust Operations Department or the ability to perform within a 6-month period
• American Bankers Association courses or other education in banking preferred
• Strong knowledge of banking principles
• Ability to reconcile and balance transactional activities of a complex nature
• Strong knowledge of accounting practices
• Strong knowledge of Trust and securities processing activity
• Proficient in Microsoft Office Software (Word, Access, Excel)
• Strong organizational and time management skills
• Strong written and interpersonal communication skills
• Strong analytical skills
• Ability to work well in a team environment and provide day-to-day direction to co-workers for routine functions
• Ability to lead, direct and motivate staff to achieve management objectives
• Ability to function independently the majority of the time
• Ability to review work for accuracy, recognize and research potential problems and resolve issues based on industry/trust knowledge and experience
• Ability to train others
• Ability to develop internal procedures and controls

• Ability to work under pressure on various tasks and meet deadlines
• Ability to operate a keyboard if required to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to manage projects
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.