Trust Clerk jobs in Portsmouth, VA

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

Recently Added Trust Clerk jobs

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Teller I - On Call
  • Southern Bank and Trust
  • Ahoskie, NC FULL_TIME

  • Position: Teller I
    Reports to: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive
    Indirectly Reports To: Area Operations Manager/City Executive
    Reports To This Position: None
    FLSA Status: Non-Exempt

    Role Summary:


    Perform paying and receiving function for Bank clients according to Southern Bank service standards, while meeting or exceeding Bank transaction standards, procedures and policy guidelines. Also responsible for identifying customer need opportunities for Bank service offerings, and referring clients to appropriate specialist personnel.

    Specific Job Functions (Duties/Responsibilities)    :

    • Manage paying and receiving function per Bank policy and assigned limits. Accept deposits, loan payments, process negotiable items of various types, and disburse funds from accounts.
    • Represent Bank to customers and non-customers in a friendly, courteous and professional manner, and provide prompt, efficient and accurate service.
    • Possess conversational knowledge of all Bank services and products. Able to identify and discuss product or service opportunities/needs with customers, and refer to appropriate personnel.
    • Stay current on policy and procedural issues and adhere to Bank policy for all transactions and/or seek appropriate approval for any exceptions.
    • Manage and maintain Bank security, cash controls and cash level limits per Bank policy. Review negotiable items for counterfeit/fraud. Verify coin and currency for distribution.
    • May issue Cashier’s Checks, Gift cards, or process stop payments or Cash Advances.
    • May contact other departments/branches for information to help customers.
    • May process night deposit bags, maintain ATM, and other related paying and receiving duties, in addition to managing personal teller window.

    JOB REQUIREMENTS:

    Knowledge/Skills/Abilities Required    :

    • Knowledgeable and proficient in paying and receiving role.
    • Ability to identify and process paying and receiving transactions per Southern Bank policy.
    • Knowledge of all Southern Bank deposit, checking, and consumer products.
    • Working knowledge of all role appropriate regulations and policies.
    • Referral and Customer Service Skills - knowledge of Bank products and services, sufficient to identify and discuss customer and prospect needs, and/or refer qualified business opportunities.
    • Ability to perform basic math and operate Bank’s teller platform program.
    • Ability to work in a high speed environment while concentrating on transaction details.
    • Ability to work and get along well with others. Ability to remain calm and pleasant at all times, and if possible be a calming influence.
    • Focus/desire to provide excellent customer service.
    • Ability to adhere to procedures and policies to ensure operational efficiency and regulatory compliance.
    • Good role model - exhibit personal financial responsibility.
    • Present a professional, business-like manner and appearance.
    • Ability to stand at teller window, converse with customers, manage paper items accepted and disbursed and move/retrieve coin and currency between teller window and vault.

    Education/Experience Requirements    :

    • High School degree or GED.
    • Six months previous cash handling experience required.
    • Proven ability to be both personable and detailed.
    • Capable user of Southern Bank computer systems and technology.

  • 11 Days Ago
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Teller I - Part Time - 25 hrs per week
  • Southern Bank and Trust
  • Belhaven, NC PART_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 14 Days Ago
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Teller I - On Call
  • Southern Bank and Trust
  • Elizabeth, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 2 Days Ago
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Financial Advisor
  • southern bank and trust
  • In Southern Bank's Footprint, VA FULL_TIME
  • Position: Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt Role Summary: This position is responsible for providing existing and prospective clients with information r...
  • 3 Days Ago
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Teller I
  • Southern Bank and Trust
  • Elizabeth, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 6 Days Ago
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Trust Client Associate II (Wealth Management) (Hybrid-Norfolk, VA)
  • Atlantic Union Bank
  • Norfolk, VA FULL_TIME
  • Description***This role can sit in Norfolk or Roanoke***The Client Associate II provides administrative support to the Trust Advisors and/or the Client Advisors within Wealth Management. Position Acco...
  • 22 Days Ago
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0 Trust Clerk jobs found in Portsmouth, VA area

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Administrative Assistant
  • Wall Einhorn & Chernitzer
  • Norfolk, VA
  • Title: Administrative Assistant Department: Admin Location: Norfolk, VA Wall, Einhorn & Chernitzer, P.C. (WEC), is seeki...
  • 4/19/2024 12:00:00 AM
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Temporary (Student) Administrative Assistant/Data Clerk
  • Elizabeth City State University
  • Elizabeth City, NC
  • Description of Work Provide Administrative support to Title III staff; assist with inventory and data entry; minor admin...
  • 4/19/2024 12:00:00 AM
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Administrative Assistant
  • Advanced Technology Institute
  • Virginia Beach, VA
  • Overview: This position will work at Advanced Technology Institutes (ATI) Virginia Beach, VA campus located at 5700 Sout...
  • 4/19/2024 12:00:00 AM
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Office & Administrative Support Associate
  • Buckingham Strategic Wealth
  • Norfolk, VA
  • As an Office & Administrative Support Associate (OASA) you will play a critical role in delivering an unparalleled clien...
  • 4/18/2024 12:00:00 AM
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Seasonal Administrative Support Specialist
  • Hunt Companies Finance Trust, Inc.
  • Hampton, VA
  • A Brief Overview The Seasonal Administrative Support Specialist is a temporary position that provides assistance to the ...
  • 4/18/2024 12:00:00 AM
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Administrative Assistant I
  • City of Norfolk, VA
  • Norfolk, VA
  • Description General Services Facilities Maintenance Division (FM) is responsible for the repair and maintenance of over ...
  • 4/18/2024 12:00:00 AM
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Administrative Assistant II
  • VSC Fire & Security, Inc
  • Virginia Beach, VA
  • VSC Fire & Security in Virginia Beach, VA is seeking candidates for the position of Administrative Assistant II. What we...
  • 4/18/2024 12:00:00 AM
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Administrative Assistant
  • Wall, Einhorn & Chernitzer
  • Norfolk, VA
  • Title: Administrative Assistant Department: Admin Location: Norfolk, VA Wall, Einhorn & Chernitzer, P.C. (WEC), is seeki...
  • 4/17/2024 12:00:00 AM
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About Portsmouth, Virginia

Portsmouth is an independent city in the Commonwealth of Virginia. As of the 2010 census, the population was 95,535. It is part of the Hampton Roads metropolitan area. The Norfolk Naval Shipyard, often called the Norfolk Navy Yard, is a historic and active U.S. Navy facility that is actually located in Portsmouth rather than Norfolk; the original name "Gosport" was changed to "Norfolk" to reflect its location in what is now the former Norfolk County, Virginia. The shipyard upgrades, remodels, and repairs ships of the US Navy and is one of the few facilities in the world with the capability to ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$33,972 to $40,555
Portsmouth, Virginia area prices
were up 1.2% from a year ago
View detail

What does a Trust Clerk do?

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020