This job has expired, please see additional jobs below
Personal Trust Assistant
Associated Bank
Neenah, WI, United States
Job Details - this job has expired, please see similar jobs below
Description
Equal Opportunity Employer
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
JOB SUMMARY
Under general guidance, Personal Trust Assistant provides support to Relationship Manager(s) and management and their clients. This support includes responsibility for daily coordination of account administration for personal trust and agency relationships. Maintains accounts by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries. Assists Relationship Managers in developing additional business, preparing client presentations and coordinating with internal partners. Works with Relationship Managers to ensure adherence to standards and regulatory requirements. Working directly with clients and internal partners to solve problems and provide superior customer service.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.
Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.
KEY RESULT AREAS
Customer Service
Administrative Support
Sales Support
Problem Solving
Deposit support & administration
Communication
Account Maintenance
Accuracy
Delivering Service Consistent with Brand, Vision and Talent Philosophy
Reporting
Sales and activity tracking
Time Management
JOB ACCOUNTABILITIES
• Works with Relationship Managers and management to ensure all account activity and administration is in order in regards to compliance and risk management with established Associated Bank policy, procedure and business strategy as well as applicable regulatory guidelines.
• Coordinates all aspects of daily account administration for personal trust and agency clients. Monitors situations to ensure prompt action. Interacts with Relationship Managers and internal partners to coordinate daily client activity, oversees transaction processing, documents services provided, handles inquiry resolutions, and obtains appropriate documentation. Communicates information on aspects of a customer relationship to Relationship Manager(s) and other internal partners as needed. Performs ongoing maintenance while adhering to compliance guidelines.
• Provides general administrative and sales support to Relationship Managers and management. Administrative support may include scheduling, correspondence, reporting and other projects as assigned. Sales support may include monitoring and updating internal systems, reporting and preparing sales presentations and client materials as necessary. May perform MoneyGuide Pro data entry. Act as a liaison with internal partners such as customer care, legal, credit, etc. to address and resolve complicated transactions and issues.
• Works directly with Personal Trust clients in partnership with Relationship Managers and internal business partners to answer complex questions and solve operational issues while providing superior customer service.
• Use online deposit and trust systems to obtain vital customer information to include but not limited to: opening and closing accounts, overseeing account distribution, documentation of discretionary payments and account reviews, and cash processing (bill payment, wires, ACH, etc), as well as performing various other service requests. Provide customer service and process daily transactions for Personal Trust clients as requested.
• Maintains a basic understanding of relevant tax laws and legal requirements applicable to trust administration in order to assist in resolving client issues as they relate to the trust agreement.
QUALIFICATIONS:
Required Education: Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting, Paralegal or related field
Preferred Education: Bachelor's Degree Business, Finance, Accounting, Paralegal or related field
Required Experience: 2-4 years Banking or office/administrative or paralegal experience.
Preferred Experience: Less than 2 years Prior trust and investment experience. Knowledge of banking, trust and investment products, services, procedures, practices a plus.
Special Skill Requirements:
Other: Superior customer satisfaction/service skills and experience
Other: Excellent organizational and prioritization skills
Other: Excellent verbal, written and interpersonal skills
Other: Computer literate in Microsoft Office products and the ability to quickly learn new software/systems
Other: Thorough knowledge of banking products, services, and systems
Other Duties and Responsibilities
Performs other duties as assigned.
Job Requirements
Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, typewriter, computers etc.).
Represent the organization in a professional and positive manner.
Maintain credit exception approval percentages within corporate approved guidelines