TRUSTBANK
Wheaton, Illinois
Description: Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part of Growing Prosperity Together. JOB TITLE: WEALTH ADVISOR DEPARTMENT: WEALTH MANAGEMENT REPORTS TO: CHIEF WEALTH STRATEGIST FLSA STATUS: EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and reputation. Leads the effort in the acquisition of new clients. Retains, expands and deepens existing relationships. DUTIES AND RESPONSIBILITIES • Work directly with clients to develop an advisory relationship and gather information related to client's financial circumstances and goals. • Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets. • Determine client financial objectives, risk tolerance and capital requirements. • Counsel and advise clients on general financial forecasts and trends. • Develop a sophisticated goals-based wealth plan to bring client's financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action. • Facilitate implementation of sophisticated wealth plans based on the direction given by the client • Interact with client's other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services. • Review account relationships and communicate with wealth management team members to identify opportunities for cross selling • Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships. • Contribute to the development and monitoring of best practices in the delivery of financial planning services. • Prepare and deliver presentations relating to the ongoing maintenance of client relationships. • Develop marketing materials and plans and deliver marketing presentations. • Contribute to TrustBank wealth planning thought leadership, including marketing resources. • Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks. • Operates independently; has in-depth knowledge of business unit / function • Carries out activities that are large in scope, cross-functional and technically difficult • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities • Conducts preliminary analysis • Responsible for direct interaction with different committees and management • Strategic in developing, implementing and administering programs within functional areas WORKING CONDITIONS The position is Monday through Friday, typically from 8AM - 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be in the Wheaton/Chicago area. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. TRUSTBANK CORE VALUES Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $94,000 -$163,000 base salary, plus estimated wealth advisor incentive earnings. Pay rate may vary based on the candidate's qualifications skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated: March 14, 2025 Requirements: EDUCATION and/or EXPERIENCE Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Effective communicator and collaborative professional. Requires a university/college degree in finance, economics, or related areas. QUALIFICATIONS and KEY ATTRIBUTES To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their need. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations. REQUIRED SKILLS and ABILITIES Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank's high standards of servicing. TECHNICAL SKILLS Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation. Compensation details: 00 Yearly Salary PIca3f916ea7de-8136
Description: Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part of Growing Prosperity Together. JOB TITLE: WEALTH ADVISOR DEPARTMENT: WEALTH MANAGEMENT REPORTS TO: CHIEF WEALTH STRATEGIST FLSA STATUS: EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and reputation. Leads the effort in the acquisition of new clients. Retains, expands and deepens existing relationships. DUTIES AND RESPONSIBILITIES • Work directly with clients to develop an advisory relationship and gather information related to client's financial circumstances and goals. • Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets. • Determine client financial objectives, risk tolerance and capital requirements. • Counsel and advise clients on general financial forecasts and trends. • Develop a sophisticated goals-based wealth plan to bring client's financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action. • Facilitate implementation of sophisticated wealth plans based on the direction given by the client • Interact with client's other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services. • Review account relationships and communicate with wealth management team members to identify opportunities for cross selling • Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships. • Contribute to the development and monitoring of best practices in the delivery of financial planning services. • Prepare and deliver presentations relating to the ongoing maintenance of client relationships. • Develop marketing materials and plans and deliver marketing presentations. • Contribute to TrustBank wealth planning thought leadership, including marketing resources. • Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks. • Operates independently; has in-depth knowledge of business unit / function • Carries out activities that are large in scope, cross-functional and technically difficult • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities • Conducts preliminary analysis • Responsible for direct interaction with different committees and management • Strategic in developing, implementing and administering programs within functional areas WORKING CONDITIONS The position is Monday through Friday, typically from 8AM - 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be in the Wheaton/Chicago area. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. TRUSTBANK CORE VALUES Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $94,000 -$163,000 base salary, plus estimated wealth advisor incentive earnings. Pay rate may vary based on the candidate's qualifications skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated: March 14, 2025 Requirements: EDUCATION and/or EXPERIENCE Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Effective communicator and collaborative professional. Requires a university/college degree in finance, economics, or related areas. QUALIFICATIONS and KEY ATTRIBUTES To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their need. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations. REQUIRED SKILLS and ABILITIES Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank's high standards of servicing. TECHNICAL SKILLS Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation. Compensation details: 00 Yearly Salary PIca3f916ea7de-8136
TRUSTBANK
Wheaton, Illinois
Description: TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL. We are seeking a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation and drive to contribute passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been "Growing Prosperity Together" ever since. Join a growing team of professionals and find a rewarding career at TrustBank. JOB TITLE: PERSONAL BANKER DEPARTMENT: WHEATON REPORTS TO: ASSISTANT VP- WHEATON MARKET FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch operations and facilities management as needed. Address more complex transactions with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the Wheaton community to choose TrustBank. DUTIES AND RESPONSIBILITIES Promote TrustBank, its Values and its Service Standards. o Ensure that customers receive prompt and courteous service. o Cross-sell products to customers to meet their needs. o Answer phone inquiries. o Represent TrustBank at community functions and in your network to generate new relationships. Provide Excellent Customer Service o Opening new accounts. o Issue and redeem certificates of deposit. o Assist customers in resolving account related problems. o Stay within compliance guidelines when opening and closing all accounts. o Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs. o Give out appropriate loan applications. o Order ATM/Debit cards and update information, activate, etc. o Process check orders/re-orders for customers Work with the team for friendly, efficient and accurate operation of the bank. o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM) o Open and close bank when needed. o Process night drop deposits. o Run teller transactions accurately and efficiently. o Balance drawer cash and vault cash. o Approve checks within limits. o Order and stock adequate supplies. o Maintain over and short reports and transaction reports. o Ship and order currency and coin from Fed. o Scan and balance transaction in the proof program. o Assist with monthly reports. o Attend bank meetings and educational seminars as required. o Provide support to Market President. o Support ancillary deposit operations across the bank at-large as assigned. o Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Regular schedule is Monday - Friday, 8 AM - 5 PM or 9 AM - 6 PM. Schedule is subject to change based on the needs of the bank. Position may require occasional attendance at banking functions and networking events outside of regular business hours. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated hourly rate for this role is $23-$25/per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. Our generous employee benefits details may be found on our bank's website. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated February 5, 2025 Requirements: EDUCATION and/or EXPERIENCE Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary. REQUIRED SKILLS AND ABILITIES Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 23-25 Hourly Wage PI3e76cb56e5ba-0292
Description: TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL. We are seeking a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation and drive to contribute passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been "Growing Prosperity Together" ever since. Join a growing team of professionals and find a rewarding career at TrustBank. JOB TITLE: PERSONAL BANKER DEPARTMENT: WHEATON REPORTS TO: ASSISTANT VP- WHEATON MARKET FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch operations and facilities management as needed. Address more complex transactions with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the Wheaton community to choose TrustBank. DUTIES AND RESPONSIBILITIES Promote TrustBank, its Values and its Service Standards. o Ensure that customers receive prompt and courteous service. o Cross-sell products to customers to meet their needs. o Answer phone inquiries. o Represent TrustBank at community functions and in your network to generate new relationships. Provide Excellent Customer Service o Opening new accounts. o Issue and redeem certificates of deposit. o Assist customers in resolving account related problems. o Stay within compliance guidelines when opening and closing all accounts. o Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs. o Give out appropriate loan applications. o Order ATM/Debit cards and update information, activate, etc. o Process check orders/re-orders for customers Work with the team for friendly, efficient and accurate operation of the bank. o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM) o Open and close bank when needed. o Process night drop deposits. o Run teller transactions accurately and efficiently. o Balance drawer cash and vault cash. o Approve checks within limits. o Order and stock adequate supplies. o Maintain over and short reports and transaction reports. o Ship and order currency and coin from Fed. o Scan and balance transaction in the proof program. o Assist with monthly reports. o Attend bank meetings and educational seminars as required. o Provide support to Market President. o Support ancillary deposit operations across the bank at-large as assigned. o Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Regular schedule is Monday - Friday, 8 AM - 5 PM or 9 AM - 6 PM. Schedule is subject to change based on the needs of the bank. Position may require occasional attendance at banking functions and networking events outside of regular business hours. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated hourly rate for this role is $23-$25/per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. Our generous employee benefits details may be found on our bank's website. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated February 5, 2025 Requirements: EDUCATION and/or EXPERIENCE Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary. REQUIRED SKILLS AND ABILITIES Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 23-25 Hourly Wage PI3e76cb56e5ba-0292