Who We Are

Cadence is committed to serving the lifelong needs of our customers. That’s a commitment made possible by our exceptional teammates. Our team members are what set us apart. Friendly, open, personable and committed to excellence, our teammates make up more than just a bank … they make up our communities.

No matter where you are in life or where you’re going, we may have the right career for you.

Competitive Benefits

Cadence offers a competitive and comprehensive benefits package centered on the well-being of our teammates. Some of our benefits include medical, dental, vision, employee assistance program, life insurance, 401(k), Retirement Pension Benefits, parental leave, tuition reimbursement, and more.

What The Role Is:

(Summary of major reason this job exists)

This position will be responsible for the effective administration of employee benefit accounts to ensure compliance with the bank’s established policies and procedures. Day to Day duties will include administration of defined contribution, defined benefit, deferred compensation, and individual retirement accounts. Processing contributions, distributions, and loans. Completing all plan reports, administrative reviews, amendments, and tax returns. Performing employee education meetings with clients. Responsible for new business.

How You will Make an Impact:

(Majority of duties performed, but not meant to be all inclusive or to prevent other duties from being assigned)

• Develop and implement practices to handle questions from clients and provide information to them as needed

• Process daily checks and deposits quickly and efficiently to include proper coding, loan deposit processing, balance confirmation, and moving funds from one account to another as instructed by client

• Prepare check requests

• Process client contributions, distributions and loan requests using the appropriate forms needed to book loan on the system

• Determine liquidity as needed

• Learn procedures/documentation needed for Investment and Administrative Reviews

• Set up and maintain all employee benefit plan files to ensure they are current, organized, and accurate

• Perform employee education meetings with clients

• Establish a tickler system for employee benefits

• Develop and maintain a system to monitor and follow up on pending items

• Set up new accounts onto trust accounting system and be able to research needed information on the system

• Daily administration of defined contribution, defined benefit, deferred compensation, and individual retirement accounts

• Responsible for new business

• Makes recommendations to ensure that the financial institution’s trust employee benefit administration program is in compliance with state and federal regulations

• Manages/Performs special projects as assigned

  
  

Who You Are: (Knowledge, skills, and abilities normally required for competent performance in the job)

• Associate in business, finance or a related area, required

• Three years of experience in accounting or trust, required

• Effective verbal and written communication skills

• Good interpersonal communication skills

• Must be sales oriented with the ability to bring in new business.

• Thorough knowledge of all trust functions

  
  

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The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.