Corporate Trust Assistant Account Administrator - Amarillo - Herring Bank

    Herring Bank
    Herring Bank Amarillo

    1 week ago

    Description
    Benefits:
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance
    About the Role
    Herring Bank is seeking a detail-oriented and customer-focused Assistant Account Administrator to support our Corporate Trust division. This position serves as the first point of contact for the department and plays a key role in processing trust-related information, supporting self-directed accounts, and delivering exceptional service to bondholders, churches, and internal partners.
    This role is well-suited for someone who enjoys multitasking, working with detailed financial information, and supporting customers in a regulated banking environment.
    What You'll Do
    • Serve as the first point of contact for the Corporate Trust department, handling incoming calls and customer inquiries
    • Open, process, and distribute all departmental mail, accurately interpreting and routing documents
    • Answer bondholder questions related to interest and principal disbursements
    • Open new self-directed accounts and collect required documentation
    • Process account updates, distributions, contributions, dividends, and interest for self-directed accounts
    • Prepare and mail monthly self-directed annual fee statements
    • Perform annual administrative reviews for all self-directed accounts, ensuring required documentation is complete
    • Assist with incoming and outgoing transfer requests
    • Track insurance and financial statements for church accounts and distribute annual statements
    • Provide backup support for daily trust journal entries and the Self-Directed Administrator as needed
    • Refer customers to appropriate bank partners for additional products and services
    • Support a collaborative team environment and a positive customer experience
    What You'll Bring
    • High school diploma or equivalent and at least 3 years of relevant finance-related experience OR a bachelor's degree in business, Accounting, Finance, or a related field
    • Proficiency with Microsoft Office and basic computer applications
    • Strong telephone, written, and interpersonal communication skills
    • Ability to manage multiple tasks in a fast-paced environment
    • Strong attention to detail, organization, and time-management skills
    • Positive, professional demeanor with a customer-service mindset
    • Ability to work independently with minimal supervision
    • Commitment to confidentiality and compliance
    • Ability to work a non-exempt schedule up to 40 hours per week
    • Must pass a background and credit check
    Why Herring Bank?
    We're a community bank built on relationships, integrity, and service. As our Trust and Wealth Management divisions continue to grow, we're looking for team members who value teamwork, accuracy, and deliver exceptional experience to customers and communities.
    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    Herring Bank
    Herring Bank was founded in 1899, by Colonel C.T. Herring. Colonel Herring lived in Vernon, TX and saw a need for a bank. The cattleman would drive their cattle from Oklahoma through Vernon to Fort Worth to sell their cattle. When the cattleman sold their cattle and they went back to Oklahoma they were loaded with cash. Oklahoma was know as the badlands for a good reason, when the cattleman crossed in to Oklahoma they could lose their life and it was a sure bet that they would lose their money. With a bank in Vernon, TX, Herring Bank, they could deposit their funds and when they crossed into Oklahoma, the badlands, they would not lose their money, so the thieves had no reason to rob them
    At Herring Bank we "Build Relationships for a Lifetime" come join us at our family owned bank.
    MEMBER FDIC - EQUAL OPPORTUNITY EMPLOYER

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