AppletonRecruiter Since 2001
the smart solution for Appleton jobs

Personal Trust Assistant - Neenah

Company: Associated Bank
Location: Appleton
Posted on: March 24, 2020

Job Description:

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: Job SummaryUnder general guidance, provide 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. Maintain accounts by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries. Assist Relationship Managers in developing additional business, preparing client presentations and coordinating with internal partners. Work 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. Compliance StatementFully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associateds 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 ManagementJob Accountabilities
  • Coordinate all aspects of daily account administration for personal trust and agency clients. Monitor situations to ensure prompt action. Interact with Relationship Managers and internal partners to coordinate daily client activity, oversee transaction processing, document services provided, handle inquiry resolutions, and obtain appropriate documentation. Communicate information on aspects of a customer relationship to Relationship Manager(s) and other internal partners as needed. Perform ongoing maintenance while adhering to compliance guidelines.
  • Provide 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.
  • 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.
  • Work 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.
  • Work 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.
  • Maintain 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.

Keywords: Associated Bank, Appleton , Personal Trust Assistant - Neenah, Other , Appleton, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: Milwaukee
Posted on: 04/7/2020

IT Support Specialist - Overnights
Description: IT Support Specialist - Overnights br br Corporate Headquarters br br 12575 Uline Drive, Pleasant Prairie, WI 53158 br Uncover your full potential in a collaborative environment at a proven (more...)
Company: ULINE
Location: Milwaukee
Posted on: 04/7/2020

Truck Driver CDL A
Description: OTR Company Drivers - Up to 55 CPM Dart is excited to announce our new pay program for Company Drivers - up to 1,200 Weekly Pay Over the road trucking offers the
Company: Dart Transit Company
Location: Saint Francis
Posted on: 04/7/2020


Food Safety and Quality Specialist
Description: Do you have a passion for making sure the produce that we eat is safe Do you love to ensure that product is delivered at the highest quality
Company: Maglio Companies
Location: Milwaukee
Posted on: 04/7/2020

Executive Support Specialist
Description: Executive Support Specialist needs five years experience providing administrative support with significant interaction
Company: Global Channel Management, Inc.
Location: Milwaukee
Posted on: 04/7/2020

Procurement Specialist
Description: Procurement Specialist needs 5 years proven experience in Procurement, Human Resources HR , Supply Chain, and Field Operations Procurement Specialist
Company: Global Channel Management, Inc.
Location: Milwaukee
Posted on: 04/7/2020

SLP (CCC) K-12 Tele- School Opening
Description: ProCare Therapy has partnered up with a School District in Wisconsin to find a SLP CCC to provide Tele-Services. This Speech Therapist
Company: ProCare Therapy
Location: Milwaukee
Posted on: 04/7/2020

Lead Generator
Description: A Lead Generator represents our company at our retail partners' stores and shows. They provide information to
Company: Kettle Moraine Heating and Air Conditioning, LLC
Location: Milwaukee
Posted on: 04/7/2020

Navy Chaplain
Description: The Navy Chaplain Corps boasts more than 800 Navy Chaplains from more than 100 different faith groups, including Christian, Jewish, Muslim, Buddhist and many others. Each Chaplain is also a Navy Officer, (more...)
Company: US Navy
Location: Milwaukee
Posted on: 04/7/2020

Truck Driver CDL A
Description: Truck Driver Jobs - Company Drivers Drive Dedicated amp Average 2,500 Miles/Week Take advantage of the dependability of dedicated. With
Company: Dart Transit Company
Location: Saint Francis
Posted on: 04/7/2020

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Appleton RSS job feeds