Full time
Columbia Bank
Denver, CO, USA
About The Role The Sr Distributions Specialist has a primary responsibility to analyze and process client initiated outgoing distributions, transfers, and rollover requests. Communicates effectively with clients, authorized third parties, and other entities to resolve discrepancies or follow-up on requests. Adhere strictly to trust regulations and security standards including our customer identification program, the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and various other regulatory agencies. Handles moderately complex work. Process outgoing cash transactions in the trust accounting system (ACH, checks, and wires). Ensure all transactions are processed accurately and according to client instructions. Ensure all documentation related to the cash transaction is appropriately archived and noted in Salesforce. Process outgoing ACAT transactions. Ensure all vendor rejects are...


