About this role
Trust Operation Specialist - Client Service at Columbia Bank. Location: Orange, California, United States. Role: handling inquiries, analyzing issues, educating clients Requirements: HS diploma/GED required; 2+ years in customer success or detailed transaction role; call center experience preferred; working knowledge of trust accounting, IRAs, alternative assets; proficiency with MS Office and banking software; CISP and SDIP preferred. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office Certifications: cisp, sdip Commitment: Full Time Workplace: Onsite Languages: English