Investment Center Assistant

The FNB Community Bank•Vandalia, IL

5d•$17 - $23•Onsite

About The Position

The Financial Center Assistant supports the branch’s various departments. The primary duties are clerical and administrative work for the Trust Department, as directed by the Assistant Trust Officer(s). The role also supports the Financial Advisors, Investment Center, and Customer Services departments. This position is based at the Vandalia location of The FNB Community Bank.

Requirements

High-quality customer service skills.
Excellent interpersonal skills and the ability to relate well to others.
Ability to respond well to feedback and be coachable.
Attention to detail.
Solid verbal, written, and listening communication skills.
Desire to expand product knowledge and procedural skills.
Ability to read and comprehend legal and regulatory material related to the job area.
Valid driver’s license and ability to travel to all FNB locations.

Nice To Haves

An associate’s degree, or a high school education with office or financial services experience; these qualifications are described as preferred.

Responsibilities

Respond to customer requests with tact, diplomacy, urgency, and a customer-service focus.
Create and maintain account records and files according to established procedures.
Prepare checks and administer accounts at the Financial Advisor’s request.
Prepare departmental mailings.
Produce, review, and reconcile daily and periodic reports as directed.
Deliver documents to attorneys, accountants, and others.
Represent the bank in a manner that maintains and expands positive relationships with customers, potential customers, and coworkers.
Comply with applicable state and federal regulations and FNB policies and procedures.
Assist customers by telephone and in person as needed.
Maintain the highest level of confidentiality.