Trust Private Banking Client Service Specialist

Job Category
:
Trust & Wealth Mgmt Operations

Requisition Number
: TRUST
002297

• Full-Time
• On-site

Showing 1 location

Clock Tower
East Peoria, IL 61611, USA

• Pay or shift range: $24.75 USD to $29.62 USD
  The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Make the change and be the difference. Take ownership at Clock Tower Community Bank, a division of Morton Community Bank!

Established in 1960 with just one location in Morton, IL, Morton Community Bank (MCB) has grown to over 550 employees, 50 branch locations and over $5 billion in assets! We pride ourselves on our dedicated service to our customers and our communities, while placing much value on our internal assets, our employees. Each MCB employee OWNS a portion of the bank with our ESOP (Employee Stock Ownership Plan).

The ESOP has proven to be a substantial benefit to employees upon retirement.

Pay or shift range: $24.75/hour to $29.62/hour

Enjoy the Benefits of working at MCB!

Life and AD&D Insurances and Long-Term Disability, Vacation Days, Personal Days, and Paid Holidays.

Responsible for providing services and support to the Bank's wealth management division. Analyzing, interpreting and processing a wide variety of transactions and being aware of their impact on financial statements and other customer reporting.

• Trust Administration Support
• Assist Trust Officers with the administration of trust, estate, agency, IRA, and custody relationships.
• Prepare trust account documentation, correspondence, and required reports, including opening/closing accounts.
• Assist with processing distributions, transfers, and account maintenance requests.
• Ensure trust files and records are maintained accurately and in accordance with regulatory and fiduciary requirements.
• Support annual account reviews and trust account audits.
• Private Banking Support
• Assist Private Bankers with account opening, onboarding, and relationship management activities.
• Coordinate cash management, deposit, lending, and treasury service requests.
• Prepare client presentations, account reviews, and relationship summaries.
• Monitor service requests and ensure timely completion.
• Identify opportunities to deepen client relationships through referrals to banking and wealth management specialists.
• Operational & Administrative Support
• Maintain client records, documents, and correspondence in bank systems.
• Prepare reports, spreadsheets, account summaries, and other internal documents.
• Process account maintenance requests and ensure proper documentation is obtained.
• Coordinate signature collection, document execution, and customer onboarding requirements.
• Assist with special projects and department initiatives.
• May serve as Trust Committee and Board Trust Committee Secretary taking notes, completing minutes, etc.
• Other duties as assigned, including but not limited to - project work, assisting with daily work flow such as trade file imports, daily 2:00 processing, etc.
• Compliance & Risk Management
• Maintain strict confidentiality regarding all client information and transactions.
• Adhere to all bank policies, trust regulations, BSA/AML requirements, and fiduciary standards.
• Ensure documentation and account records meet internal and regulatory requirements.
• Support audit and compliance requests as needed.
• Identify and elevate operational, compliance, or client service concerns.

Personnel Management:
This position has no supervisory responsibilities.

The physical demands described here are representative of those that must be met by an…