Trust Associate

The FNB Community Bank•Vandalia, IL

3d•$16 - $22•Onsite

About The Position

Under the supervision of the Trust Manager and in accordance with bank policies and procedures, the Trust Associate performs essential duties related to daily trust operations, customer service, and administrative support.

Requirements

Exceptional customer service and communication skills.
Proficiency in using computers and software applications.
Ability to comprehend and apply legal and regulatory information relevant to the job.
Capacity to learn new tasks and take initiative independently.
Strong attention to detail.
Strong judgment and problem-solving abilities for handling confidential information.
Ability to work effectively under pressure, meet deadlines, and manage time efficiently.
Good visual acuity and attention to detail.
Effective verbal communication abilities for training and interactions with customers.

Nice To Haves

Additional training or coursework preferred.

Responsibilities

Prepare and coordinate mailing of newsletters and other correspondence.
Transcribe meeting minutes accurately and efficiently.
Reconcile trust statements and ensure accuracy of financial data.
Work with attorneys, accountants, and other professionals as necessary.
Record and manage information in Trust platforms.
Maintain trust records, including scanning, copying, and filing trust documents.
Contact trust customers to address inquiries and provide assistance.
Stay informed about bank products and services, particularly IRAs, HSAs, and CDs.