Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Trust & Wealth Management Coordinator, you will provide effective and efficient support, primarily to the Trust & Wealth Management Officer. This support will include regulatory and operational responsibilities along with preparation for client-facing meetings. You will also provide daily internal administrative support as needed in alignment with our bank policies and procedures and within regulatory guidelines.
Skills & Attributes Needed
The following skills and attributes are needed to be successful in your banking career as a Trust & Wealth Management Coordinator:
Qualifications
Ideal candidates will possess the following qualifications:
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
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0 Trust Clerk jobs found in Appleton, WI area