Operations & Compliance Services

On-Site Operations Processing For Internal Clients

Trust Department Operations Outsourcing

Trust Operations and Compliance Committee Oversight

The Operations team provides back-office processing services for six outside financial institutions and FCB (First Citizens Bank). Services include income processing, trade settlement, asset transfer, account opening/closing, account reconciliation, tax processing, asset set up, check printing/processing, ACH & wire processing, statement processing/printing, online access troubleshooting, fee collection, administrate trust accounting system.

Our Operations & Compliance Team

Amanda Berding, ATOP
Amanda Berding, ATOP AVP, Trust Operations Officer Location: Mason City West 641-422-1600
About Amanda
Email Amanda
Steve Rowlet
Steve Rowlet Trust Operations Specialist II Location: Mason City West 641-422-1600 Email Steve
Erin Trask
Erin Trask Trust Operations Specialist Location: Mason City West 641-422-1600 Email Erin
Lindsey Swartwood
Lindsey Swartwood Trust Operations Specialist Location: Mason City West 641-422-1600 Email Lindsey