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Trust Operations Specialist - GREEN BAY, WI,

Job Information

Job Order ID :
WI3811784
# of Positions :
1
Minimum Education Level :
High School Diploma/GED
Experience Required :
Training :
High School Diploma/GED Equivalent
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on the
principles of community banking, putting the needs of our customers at
the forefront of our decision-making. Our Core Values drive everything
we do, and we are committed to serving our customers with excellence. We
believe that every job in our organization is critical to our success,
and we are dedicated to creating a work environment where our employes
feel valued, respected, and supported. With locations in Wisconsin,
Michigan, Minnesota, and Florida we are proud to service our local
communities and make a positive impact on the lives of our customers. At
Nicolet National Bank, we believe that our people are our most valuable
asset, and we are committed to investing in their growth and
development. The Trust Operations Specialist is responsible for
demonstrating service excellence in accordance with Nicolet\'s Vision
and Values statement by consistently ensuring client standards are met
or exceeded. Specifically responsible for processing transactions, in
accordance with Department policies and procedures (including dual
control), on Trust Accounting system, reconciling Trust-related
accounts, and generating reports to assist in monitoring Trust business.
As a Trust Operations Specialist, you will: Perform trust accounting
functions including, but not limited to, balancing cash accounts;
interest accruals; posting loan payments, reviewing, and posting cash
receipts and disbursements; processing fees; daily net settlement with
custodian; account transfers; generating, printing, and mailing checks.
Update account records. Prepare monthly reports and customized reports
as necessary. Help coordinate materials and prepare responses for
examiners/auditors. Help with the process of quarter-end and year-end
reports including 1099s, 5498s, and other tax-related reporting. Review
operations and accounting procedures to increase effectiveness and
efficiency. Answer telephones to give support for online trust account
access and provide back up to other trust personnel as needed to promote
service excellence in Trust department. Develop and maintain
relationships with bank personnel, increasing understanding of trust
services. Participate in applicable department, division, and bank-wide
meetings and assist with department projects and reporting as necessary.
Consult with and assist strategic partners on matters regarding existing
or new accounts and clients. Uphold Nicolet\'s philosophy and policies
by maintaining appropriate\... For full info follow application link. An
Equal Opportunity Employer. All qualified applicants will receive
consideration for employment without regard to race, color, religion,
sex, sexual orientation, gender identity, national origin, or protected
veteran status and will not be discriminated against on the basis of
disability. If you have any questions or need assistance in the
application process, please contact HR at recruiting@nicoletbank.com
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/E7F69CE2D4404853

Company Information

Name :
NICOLET NATIONAL BANK

Application Information

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