Client Relationship Associate

Description: TrustBank is seeking enthusiastic, entrepreneurial professionals to join our Wheaton team. We're looking for driven individuals with strong communication skills, a positive mindset, and a passion for building relationships while living our core values. Founded in 1912, TrustBank has been Growing Prosperity Together for generations—and we're proud to be named one of Newsweek's Best Regional Banks three years in a row. Come grow your career with us. JOB TITLE: PERSONAL BANKER DEPARTMENT: WHEATON REPORTS TO: ASSISTANT VP- WHEATON MARKET FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Deliver a high touch, relationship driven banking experience that makes every customer feel known, valued, and supported. Bring an entrepreneurial spirit to the role—actively identifying opportunities to deepen relationships, solve problems, and deliver tailored financial solutions for both individual and commercial clients. In this position, you will warmly welcome customers, open new accounts, process teller transactions, and confidently cross sell products and services that align with customer needs and business goals. You'll address complex transactions with ease, support fellow team members, and assist with branch operations and facilities management as needed. You will exemplify TrustBank's core values of respect, quality, attitude, integrity, teamwork, innovation, performance, and communication in every interaction. Through clear and professional communication, a positive mindset, and a collaborative approach, you will deliver exceptional customer service and contribute to a high performing branch environment. As a visible ambassador of TrustBank, you will project professionalism and credibility—building trust, strengthening community relationships, and inspiring your network and the Wheaton community to choose TrustBank. DUTIES AND RESPONSIBILITIES Promote TrustBank, its Values and its Service Standards. o Ensure that customers receive prompt and courteous service. o Cross-sell products to customers to meet their needs. o Answer phone inquiries. o Represent TrustBank at community functions and in your network to generate new relationships. Provide Excellent Customer Service o Opening new accounts. o Issue and redeem certificates of deposit. o Assist customers in resolving account related problems. o Stay within compliance guidelines when opening and closing all accounts. o Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs. o Give out appropriate loan applications. o Order ATM/Debit cards and update information, activate, etc. o Process check orders/re-orders for customers Work with the team for friendly, efficient and accurate operation of the bank. o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8:30 AM-5:30 PM) o Open and close bank when needed. o Process night drop deposits. o Run teller transactions accurately and efficiently. o Balance drawer cash and vault cash. o Approve checks within limits. o Order and stock adequate supplies. o Maintain over and short reports and transaction reports. o Ship and order currency and coin from Fed. o Scan and balance transaction in the proof program. o Assist with monthly reports. o Attend bank meetings and educational seminars as required. o Provide support to Market President. o Support ancillary deposit operations across the bank at-large as assigned. o Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Regular schedule is Monday – Friday, 8:30 AM-5:30 PM. Schedule is subject to change based on the needs of the bank. Position may require occasional attendance at banking functions and networking events outside of regular business hours. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated hourly rate for this role is $24-$29/per hour, along with the eligibility for a discretionary annual bonus. In addition to base salary, the position is eligible for an annual discretionary bonus. Actual compensation offered will vary based on factors such as the candidate's relevant skills, experience, education, and geographic location. We take a holistic approach during the hiring process to understand each candidate's background and align compensation appropriately, ensuring internal equity while allowing flexibility to recognize unique qualifications or expertise. We also offer a 401(k) plan featuring a discretionary employer match in bank stock, along with a comprehensive benefits package. More information about our generous employee benefits can be found on our Career Page at DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated April 9, 2026. Requirements: EDUCATION and/or EXPERIENCE Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary. REQUIRED SKILLS AND ABILITIES Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 24-29 Hourly Wage PI7b501a185550-31181-40226786