Trust Officer jobs in Milwaukee, WI

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Commercial Loan Officer
  • National Exchange Bank & Trust
  • Cedar Grove, WI FULL_TIME
  • 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 Commercial Loan Officer in our Sheboygan County market, you will be responsible for developing and retaining a portfolio of profitable lending relationships and negotiating loan structures and documentation. You will also identify new business opportunities, grow the existing customer base, cross-sell other appropriate bank products and services and initiate new customer relationships to meet the bank's income and production goals.

    Skills & Attributes Needed

    The following skills and attributes are needed to be successful in your banking career as a Commercial Loan Officer:

    • Strong attention to detail and organization
    • Interpersonal skills
    • Excellent communication skills
    • Work independently as well as collaboratively as part of a team
    • Ability to work under high stress levels with frequent interruptions and with tight and often changing deadlines.
    • General knowledge of commercial industry and detailed understanding of appropriate regulations and guidelines
    • Ability to operate standard office and bank equipment and required software including Microsoft Word, Excel, PowerPoint and Outlook.

    Qualifications

    Ideal candidates will possess the following qualifications:

    • Maintain the highest level of confidentiality and discretion of customer and bank information.
    • Associate or Bachelor's degree in finance, accounting, business or related field, or equivalent experience, preferred, but not required.
    • A minimum of 4 years of bank operations and customer contact or equivalent combination of education and experience is required.
    • Some previous banking or financial training, seminars or coursework is required.
    • Associated professional certifications are preferred.

    Benefits Offered

    National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

    • Health, Dental, and Vision Insurance
    • Health Savings Account with Employer Contributions
    • Short and Long Term Disability
    • Employer Paid Life and AD&D Insurance
    • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
    • 401(k) with Employer Match & Profit Sharing
    • Paid Time Off
    • Flexible scheduling
    • Education Assistance Program
    • Product & Service Discounts & more!

    National Exchange Bank & Trust is an equal opportunity employer of minorities, women, protected veterans and individuals with disabilities.


     

  • 20 Days Ago

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Regional Trust Manager I - Now Hiring
  • Arden Trust Company
  • Milwaukee, WI FULL_TIME
  • Job DescriptionArden Trust Company has a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial advisors and other trustees. We have 25 years’ ...
  • 4 Days Ago

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Tax Reporting and Trust Manager
  • FIS
  • Milwaukee, WI FULL_TIME
  • Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Administration Travel Percentage : 5 - 10%Job DescriptionAre you cu...
  • 13 Days Ago

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Client Trust Accounting Specialist
  • Broadstep Behavioral Health,Inc
  • Milwaukee, WI FULL_TIME
  • COMPANY BACKGROUND:Broadstep Behavioral Health, Inc. (“Broadstep”) f/k/a Phoenix Care Systems, Inc., is the parent company of Broadstep Academy, Inc. and Broadstep Pharmacy. Broadstep has been a leade...
  • 1 Month Ago

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Customer Service Representative
  • National Exchange Bank & Trust
  • Mayville, WI FULL_TIME
  • 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 ...
  • 13 Days Ago

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Taft-Hartley Relationship Manager
  • Midwest Institutional Trust Company
  • Wauwatosa, WI FULL_TIME
  • DescriptionThe Taft-Hartley Relationship Manager is tasked with managing Taft-Hartley and Union/Labor related client relationships and ensure client satisfactions. The relationship manager services as...
  • 30 Days Ago

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0 Trust Officer jobs found in Milwaukee, WI area

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Project Accountant
  • Stantec Inc.
  • Thiensville, WI
  • Description Grow with the best. Join a smart, creative, and inspired team that works to support operational excellence. ...
  • 4/19/2024 12:00:00 AM

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Human Resource Generalist
  • Judge Direct Placement
  • Germantown, WI
  • Our client is a dynamic and growing company in the Molding Industry. We are committed to fostering an inclusive and supp...
  • 4/17/2024 12:00:00 AM

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Tax Accountant
  • Brilliant
  • Milwaukee, WI
  • Our client, a reputable CPA firm based in Milwaukee, is currently seeking a skilled Tax Accountant to join their dynamic...
  • 4/16/2024 12:00:00 AM

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Human Resource Generalist
  • Judge Direct Placement
  • Germantown, WI
  • Our client is a dynamic and growing company in the Molding Industry. We are committed to fostering an inclusive and supp...
  • 4/16/2024 12:00:00 AM

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System Engineer
  • Robert Half
  • Milwaukee, WI
  • We're seeking a highly skilled Systems Engineer to join our team in Milwaukee, WI (onsite role). In this dynamic role, y...
  • 4/15/2024 12:00:00 AM

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Tax Accountant
  • Brilliant®
  • Milwaukee, WI
  • Our client, a reputable CPA firm based in Milwaukee, is currently seeking a skilled Tax Accountant to join their dynamic...
  • 4/15/2024 12:00:00 AM

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Entry-Level Lube Tech
  • Valvoline Instant Oil Change
  • Milwaukee, WI
  • Geared for the Driven At Ivy Lane Corp, a franchisee of Valvoline Instant Oil ChangeSM (VIOC), it all starts with our pe...
  • 4/8/2024 12:00:00 AM

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Entry-Level Lube Tech
  • Valvoline Instant Oil Change
  • Cudahy, WI
  • Geared for the Driven At Ivy Lane Corp, a franchisee of Valvoline Instant Oil ChangeSM (VIOC), it all starts with our pe...
  • 4/8/2024 12:00:00 AM

Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$76,093 to $108,370
Milwaukee, Wisconsin area prices
were up 1.8% from a year ago