Investment Center Assistant
The FNB Community Bank
POSITION: FINANCIAL CENTER ASSISTANT DATE: October 2026 REPORTS TO: FINANCIAL ADVISOR APPROVED BY: HR/FINADVISOR
POSITION TYPE: Non-Exempt
The FNB Community Bank, Vandalia, IL
The FNB Community Bank is the only locally owned community bank in Bond, Fayette and Marion Counties. Established in 1865, we currently have 7 locations in the following communities: Vandalia, Patoka, Ramsey, Greenville, & Mulberry Grove. We have a Financial Center Assistant position available for the Vandalia location.
Vision:
The FNB Community Bank's Vision consists of our Commitment, Passion and Niche as follows:
Commitment: To provide friendly, knowledgeable service you can trust.
Passion: To earn our customers' trust every day.
Niche: Providing leadership and financial services for our communities.
SUMMARY/OBJECTIVE
The Financial Center Assistant is a position that offers support to the branch's various departments. Primary duties include carrying out clerical and administrative duties for the Trust Department as directed by the Assistant Trust Officer(s). Other duties are to provide support to the departments of the Financial Advisors, Investment Center, and Customer Services. ESSENTIAL FUNCTIONS
Be customer service driven and respond to all customer requests with tact, diplomacy, and a sense of urgency
Create and maintain account records and files according to established procedures
Prepare checks and administer accounts according to the request of the Financial Advisor
Prepare departmental mailings
Produce daily and periodic reports; review and reconcile as directed
Deliver documents to attorneys, accountants, etc.
Represent the bank in a manner that maintains and expands positive relations with customers, potential customers and coworkers
Review and comply with all state and federal regulations and FNB policies and procedures
Provide customer assistance over the telephone and in person as necessary
Produce, review, and reconcile daily and periodic reports
Maintain the highest level of confidentiality
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Work will occasionally be done outside in all weather conditions.
WORK REQUIREMENTS
High quality customer service skills
Excellent interpersonal skills; relates well to others
Responds well to feedback; coachable
Detail oriented
Solid communication skills which include verbal, written and listening skills
Desire to expand product knowledge and procedural skills
Ability to read and comprehend legal and regulatory material related to job area
Valid driver's license and the ability to travel to all FNB locations
PHYSICAL DEMANDS
Must be able to sit and/or stand for 40 hours per week or more
Must be able to repeatedly bend, twist, kneel/squat and reach overhead
Must be able to lift and carry up to 30 lbs. regularly and up to 50 lbs. occasionally
Must be able to push/pull up to 20 lbs. regularly and up to 50 lbs. occasionally
Must be able to work indoors and outdoors in all weather conditions
REQUIRED EDUCATION AND EXPERIENCE
An Associate's degree or High School education with office or financial services experience preferred
Vacancy posted 4 hours ago
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