Trust Associate

Job Description

Job Description

Position Title: Trust Associate

Location: Vandalia, IL - Banker Blvd Branch

Reports To: Trust Manager

Job Summary:
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.

Key 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.

Skills Required:

• 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.

Physical, Mental, and Environmental Requirements:

• 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.
• Physical requirements include prolonged periods of standing, walking, and computer use.
• Effective verbal communication abilities for training and interactions with customers.

Education and Experience:

• High school diploma required; additional training or coursework preferred.

Compensation:

• Salary commensurate with experience and skills.

BENEFITS

• Competitive Salary
• Comprehensive health, disability, and life insurance
• Dental & Insurance
• 401(k) retirement plan with employer match
• 11 Federal paid holidays
• Paid time off (vacation, sick, personal)
• Paid parental leave
• Monthly fitness subsidy + corporate discount on YMCA membership
• Professional membership opportunities

AAP/EEO STATEMENT

The FNB Community Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.