Trust Private Banking Client Service Specialist

Morton Community Bank • East Peoria, IL

2d • $25 - $30 • Onsite

About The Position

Responsible for providing services and support to the Bank's wealth management division. Analyzing, interpreting and processing a wide variety of transactions and being aware of their impact on financial statements and other customer reporting.

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
• 2-5 years of Banking and/or Trust experience
• Prior Trust experience

Responsibilities

• Trust Administration Support: 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.
• Private Banking Support: 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.
• Operational & Administrative Support: 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.
• Compliance & Risk Management: 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.

What This Job Offers

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