
Trust Relationship Specialist - Natural Resources and Real Estate
- Fairview Heights, IL
- Permanent
- Full-time
- Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely manner
- Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees
- Creates and maintains proper account documentation and files account related material according to the prescribed system in a timely manner
- Processes basic Trust transactions in a timely manner
- May perform basic cash and asset distributions from account closings
- Performs standard account monitoring and notifies leadership when overdrafts or large balances are discovered
- Adheres to all internal and external regulatory requirements, standards, guidelines, policies and procedures
- May create and organize PowerPoint presentations and Excel spreadsheets
- May attend client meetings with Trust Officers
- High School Diploma or GED
- Accurate typing, spelling and grammar skills
- Bachelor's degree in a business related field
- One (1) year of Trust or closely related experience
- Proficient in computer software systems to include word processing, databases and spreadsheets
- Good written and oral communication skills
- Good organizational and customer service skills
- Good analytical and problem-solving skills, including attention to detail
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program