Private Banking Director jobs in Appleton, WI

FULL-TIME
WAUSAU

JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented person for a Private Banking Associate position in our Wausau offices.

WHY WE’RE DIFFERENT
Did You Know? WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.

In addition to our pursuit of life-time customers, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing teammates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!

A DAY IN THE LIFE OF A PRIVATE BANKING ASSOCIATE
This is a multi-function position which focuses on supporting the customer by performing private banker, customer service representative (CSR), trust operations and front office functions at our Dudley and Bridge Street locations. It also provides support to the Officers, and other staff throughout the bank.

The duties and responsibilities of this position include, but are not limited to, the following and may be weighted differently depending on the office location:

Private Banking

• Review deposit account terms and disclosures with customers as needed
• Open, close and revise deposit accounts
• Help customers set up internet banking, bill pay and mobile banking
• Debit and Credit card assistance – travel notes, increase/decrease debit limitations, card activation, PIN reset, fraud alerts, credit payment details
• Answer incoming customer phone calls

CSR

• Handle teller transactions, wires, close accounts and check orders
• Scan teller work
• Safe Deposit Box attendant
• Service ATM
• Order cash

Trust Operations Support (duties may be assigned, depending on office location)

• Process client cash distributions, client bills, transfers or cash receipts
• Set up online access accounts and troubleshoot client issues
• Complete Certificate of Deposit processing
• Scan and index documents
• Monitor & process Insurance premium payments
• Perform account maintenance changes
• Process IRA distributions
• Prepare documents
• Provide administrative support to Officers as needed

Front Office (duties may be assigned, depending on office location)

• Assist in opening/closing office
• Collect and distribute mail
• Answer incoming phone calls
• Greet and direct customers to the appropriate associate
• Maintain conference rooms
• Prepare, print and bind client presentations
• Back-up other offices as needed
• Office related errands (restocking/Post Office, etc.)

Other duties may be assigned.

EDUCATION AND EXPERIENCE
High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience.

OTHER SKILLS AND ABILITIES
Attention to detail, a high degree of accuracy and the ability to multi-task are essential to this position as well as well as a solid understanding of math concepts, good written communication skills and a desire to solve problems. Knowledge of Windows environment and proficient computer skills are necessary.

Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team as the team works towards a common goal.

It is essential to observe the strictest secrecy and confidentiality on the subject of accounts and activities of any kind of dealing with the bank and maintain a high level of enthusiasm and customer awareness while conveying our confidence in the Bank and the services that are offered.

WHY JOIN OUR TEAM?
If you want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team! WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development.

This is full-time position with a great work-life balance. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity!

Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.

WoodTrust is an Equal Opportunity Employer.