Trust Private Banking Client Service Specialist

Job Details

Description

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

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.

Enjoy the Benefits of working at MCB!

Medical, Dental, Vision, Short-Term Disability, HSA, FSA, 401k.

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

Job Summary

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.

Essential Duties & Responsibilities

• 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 escalate operational, compliance, or client service concerns.
  
  

Supervisory Requirements

Personnel Management: This position has no supervisory responsibilities.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the

essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the

Essential Functions.

• The physical activities of this position may include climbing, reaching, standing, lifting, talking, hearing and performing repetitive motions.
• Medium exertion; exerting up to 50 pounds of force occasionally, and or up to 20 pounds of force frequently, and or up to 10 pounds of force constantly to move objects.
• The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures, viewing a computer terminal.
  
  

Work Environment

The work environment characteristics described here are representative of those that must be met by an employee to

successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with

Disabilities To Perform The Essential Functions.

• The noise level in the work environment is usually moderate.
• Employees, who work 7 ½ continuous hours or more, must take a 30-minute uninterrupted lunch break no later than 5 hours after beginning their workday
  
  

Education And Qualifications

Essential:

• High school education and diploma
• BSA and other Bank related training through BAI is required annually
  
  

Desirable:

• College Degree
  
  

Experience

• Business, banking or other financial services experience
  
  

Essential:

• Knowledge of customer service principles
• Relevant computer skills
  
  

Desirable:

• 2-5 years of Banking and/or Trust experience
• Prior Trust experience