Trust Receptionist

Description

First State Bank and Trust is looking for motivated individuals to help our clients and community achieve more. It's a formula that has worked for over 100 years, serving the St. Croix Valley community. As guides, we work alongside our clients every step of the way, helping them achieve more because we believe achievement is more than a transaction; it's a journey.

This same philosophy extends to our team. By building a culture of care and commitment, we do more to help our employees achieve more. Focusing on development and career growth, we aim to guide our employees on their career journey by providing resources to build and strengthen skills, and by actively giving back and supporting our community through volunteer outreach and engagement.

We look forward to welcoming you to our team so that we can achieve more, together.

Join the First State Bank and Trust team!

Summary

The Trust Department’s mission is to set up and manage trust funds for clients, as well as to advise clients on what investments to make while managing their assets.

The Trust Receptionist plays an important role. This position is often the first point of contact for callers/visitors/clients and actions create people’s first and ongoing impressions of our organization.

There is heavy contact with people via phone, email, and in person. Some of the more challenging aspects of the position include handling difficult clients; finding the right employee qualified to help a caller/client/visitor with their inquiry; making sure the information the incumbent in this position communicates is accurate, clear, and understood; juggling multiple tasks with frequent interruptions.

Job Duties

• Be aware of staff movements in and out of the organization.
• Observe who enters and leaves, and note their physical descriptions, to maintain security awareness.
• Warmly greet and welcome clients/visitors entering the second floor, and assist them promptly, courteously, professionally, and efficiently; offer beverages and a seat.
• Ensure clients/visitors do not wait more than 10-15 minutes. If the employee is unavailable, let the client know and ask whether someone else can assist them or if they would like to make an appointment to return later.
• Ensure the switchboard remains operational and that it is being monitored and always answered.
• Try to determine the client/visitor’s need(s) or problem(s). Locate the employee who can best meet those needs or problems.
• Filing - Faxing - Photocopying – scanning - imaging.
• Preparing correspondence as needed.
• Receiving and sorting mail and deliveries promptly.
• Outgoing mail collection and delivery.

Requirements

• High School diploma/GED.

Minimum Qualifications

• Previous experience working with clients over the phone, following processes, and understanding procedural changes.
• Technical knowledge, proficiency in Microsoft-based applications, and the ability to learn new software and help others use it.
• Excellent listening, written, and verbal communication skills.
• Strong attention to detail and ability to function effectively in an environment with deadlines and shifting priorities.
• Evidence of maintaining a high level of confidentiality.
• Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction.
• Demonstrated ability to work well in a team environment.
• Flexible, versatile, resilient, and able to work additional hours and days as needed.
• Ability to read and interpret documents such as policy and procedure manuals.
• Demonstrated ability to multi-task and manage time efficiently.

Benefits:

• 401(k) matching
• Profit Sharing
• Health Insurance
• Dental Insurance
• Vision Insurance
• Employee Assistance Program
• Flexible spending account
• Health savings account
• Paid holidays
• Paid time off

Schedule

This is a full-time position Monday – Friday, 8:00 a.m. – 4:30 p.m.

First State Bank and Trust and Valley Agencies are equal opportunity employers committed to creating a diverse workforce. We support a work environment where colleagues are respected and allowed to perform to their fullest potential. We consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Drug-Free Workplace.