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 SummaryAs a Trust Administrator, you will be responsible for effectively administering trust accounts and ongoing client relationships within regulatory guidelines. The Administrator will also collaborate with and periodically perform Trust & Wealth Management Coordinator duties as needed, including opening and closing of accounts, wire transfers, preparing reports, and administrative duties as needed.Skills & Attributes NeededThe following skills and attributes are needed to be successful in your banking career as a Trust Administrator:
- Strong interpersonal skills
- Excellent communication skills
- Exceptional attention to detail
- Ability to work independently as well as collaboratively as part of a team
- Maintain the highest level of confidentiality and discretion of customer and bank information
- Aptitude and ability to easily learn new technology and software
- Ability to quickly re-establish priorities, responding to the changing needs of the department
- Understanding and application of differences between individual, trust, and IRA accounts
- Working knowledge of trusts, estate planning, and compliance with administering trust accounts
- Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette
QualificationsIdeal candidates will possess the following qualifications:
- Bachelor's degree in business, finance or related field or an equivalent combination of education and experience is required. A master's degree is also helpful.
- Requires a minimum of 3-5 years progressively responsible work experience in trust administration, investments, legal/estate planning, or related area, preferably in Trust division with a bank.
- Completion of relevant and timely financial industry education, i.e., industry webinars, seminars, and/or related coursework is preferred.
Benefits OfferedNational 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 & telecommuting options
- Education Assistance Program
- Product & Service Discounts & more!