Trust Private Banking Client Service Specialist

Hometown Community Bank • East Peoria, IL

1d • Onsite

About The Position

Make the change and be the difference. Take ownership at Clock Tower Community Bank, a division of Morton Community Bank! Established in 1960 with just one location in Morton, IL, Morton Community Bank (MCB) has grown to over 550 employees, 50 branch locations and over $5 billion in assets! We pride ourselves on our dedicated service to our customers and our communities, while placing much value on our internal assets, our employees. Each MCB employee OWNS a portion of the bank with our ESOP (Employee Stock Ownership Plan). The ESOP has proven to be a substantial benefit to employees upon retirement. Pay or shift range: $24.75/hour to $29.62/hour The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Requirements

• High school education and diploma
• BSA and other Bank related training through BAI is required annually
• Knowledge of customer service principles
• Relevant computer skills

Nice To Haves

• College Degree
• Business, banking or other financial services experience
• 2-5 years of Banking and/or Trust experience
• Prior Trust experience

Responsibilities

• Assist Trust Officers with the administration of trust, estate, agency, IRA, and custody relationships.
• Prepare trust account documentation, correspondence, and required reports, including opening/closing accounts.
• Assist with processing distributions, transfers, and account maintenance requests.
• Ensure trust files and records are maintained accurately and in accordance with regulatory and fiduciary requirements.
• Support annual account reviews and trust account audits.
• Assist Private Bankers with account opening, onboarding, and relationship management activities.
• Coordinate cash management, deposit, lending, and treasury service requests.
• Prepare client presentations, account reviews, and relationship summaries.
• Monitor service requests and ensure timely completion.
• Identify opportunities to deepen client relationships through referrals to banking and wealth management specialists.
• Maintain client records, documents, and correspondence in bank systems.
• Prepare reports, spreadsheets, account summaries, and other internal documents.
• Process account maintenance requests and ensure proper documentation is obtained.
• Coordinate signature collection, document execution, and customer onboarding requirements.
• Assist with special projects and department initiatives.
• May serve as Trust Committee and Board Trust Committee Secretary taking notes, completing minutes, etc.
• Other duties as assigned, including but not limited to - project work, assisting with daily work flow such as trade file imports, daily 2:00 processing, etc.
• Maintain strict confidentiality regarding all client information and transactions.
• Adhere to all bank policies, trust regulations, BSA/AML requirements, and fiduciary standards.
• Ensure documentation and account records meet internal and regulatory requirements.
• Support audit and compliance requests as needed.
• Identify and escalate operational, compliance, or client service concerns.

Benefits

• Medical, Dental, Vision, Short-Term Disability, HSA, FSA, 401k. Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays.
• ESOP (Employee Stock Ownership Plan)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED