Herring Bank
Corporate Trust Assistant Account Administrator
Herring Bank, Amarillo, Texas, United States, 79161
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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr