Trust Administrator jobs in Fort Wayne, IN

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Personal Banker
  • First Farmers Bank & Trust
  • Huntington, IN FULL_TIME
  • Description

    Personal Banker


    DEPARTMENT: Retail

    CLASSIFICATION: Non-Exempt

    REPORTS TO: Branch Manager/Assistant Branch Manager

    SUPERVISES: None


    Position Summary:


    The Personal Banker is cross trained in all aspects of retail banking in order to provide the best customer experience in every interaction. This position is responsible for understanding all aspects of a client’s banking needs. They are responsible for understanding branch operations as well as deepening customer relationships by offering value-added products and services as applicable. This position will process client transactions, open new accounts, and take/close loan applications.


    Duties:

    1. Processing customer transactions, such as, cashing checks, handling deposits, withdrawals, and cashier’s checks.
    2. Balance cash within teller drawer daily.
    3. Manage and resolve all customer requests for updates, inquiries and any problems either in person or over the phone.
    4. Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
    5. Maintain a position of trust and responsibility by keeping all customer business confidential.
    6. Process cash advances; spring/fall property taxes; and wire transfers as needed.
    7. Processing/Ordering checks and all related products for customers.
    8. Provide quality customer service through knowledge of all bank products and services.
    9. Expand and retain bank customer relationships while growing new relationship from prospective customers.
    10. Educate new and existing customers about features and benefits of bank products and services. Proactively refer customers to appropriate personnel.
    11. Conduct financial consultations with customers and take applications for all consumer loans including home equity line of credit applications.
    12. Open all consumer and commercial deposit accounts while looking for opportunities to cross-solve potential financial needs.
    13. Follow-up with all new accounts utilizing the 2-2-2 process.
    14. Input and process all new deposit accounts, including customer verification through ChexSystems.
    15. Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
    16. Notary Public duties.
    17. Engage in personal development activities such as online learning and internal/external training to assist in career growth.
    18. The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.

    Requirements

    Relationships/Qualifications:

    1. Responsible to the Branch Manager or Assistant Branch Manager for the fulfillment of duties assigned.
    2. Skills needed include strong cash handling abilities, knowledge of appropriate government regulations, comprehensive knowledge of bank products, and operations.
    3. Must have excellent communication and listening skills, a strong commitment to providing quality service, and attention to detail.
    4. This position requires dedication to customer service, by responding in a professional manner to customer questions and problems.
    5. Must have the ability to maintain confidentiality in daily operations and interactions with customers and work effectively in a team setting.

    Working Conditions:

    1. Normal office environment
    2. Extended viewing of computer screens
    3. Moderate lifting up to 25 pounds
    4. Repetitive hand and arm movement
    5. Moderate business traveling
  • Just Posted

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Branch Manager
  • First Farmers Bank & Trust
  • Huntington, IN FULL_TIME
  • DescriptionPosition Summary:The Branch Manager I position administers management for a full service, profitable branch for First Farmers Bank & Trust. Supervising branch retail staff and providing inp...
  • Just Posted

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Personal Banker - Float
  • First Farmers Bank & Trust
  • Wabash, IN FULL_TIME
  • DescriptionPersonal Banker FloatDEPARTMENT: RetailCLASSIFICATION: Non-ExemptREPORTS TO: Regional Branch ManagerSUPERVISES: NonePosition Summary:The Personal Banker Float is cross trained in all aspect...
  • 17 Days Ago

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Office Administrator
  • Bodycote
  • Fort Wayne, IN FULL_TIME
  • We are currently interviewing for an Office Administrator in Fort Wayne, IN. Bodycote offers: Bodycote is offering a $1500 sign-on retention bonus! Competitive wage depending on experience Paid holida...
  • 19 Days Ago

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Parts administrator
  • Central Rent-A-Crane, Inc
  • Fort Wayne, IN FULL_TIME
  • Central Rent-A-Crane, Inc. Parts & Service Department Administrator Fort Wayne, IN (46804) Position Summary Central Rent-A-Crane, Inc. is seeking a Parts & Service Department Administrator with solid ...
  • 22 Days Ago

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Network Administrator
  • FORT WAYNE METALS RESEARCH
  • Fort Wayne, IN FULL_TIME
  • We’re glad you’re exploring our Network Administrator position and want to share some of the details. First, some of the things you will need include a bachelor’s degree in network administration, inf...
  • 24 Days Ago

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0 Trust Administrator jobs found in Fort Wayne, IN area

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Manager Customer Success- Digital Marketing Solutions- Team Lead (Remote)
  • Broadridge Financial Solutions
  • Fort Wayne, IN
  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate...
  • 3/28/2024 12:00:00 AM

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Sales Manager (Consultant Veterinary Sales)
  • Nestle
  • Fort Wayne, IN
  • ** Sales Manager (Consultant Veterinary Sales)** ** Sales Manager (Consultant Veterinary Sales)** *This position is not ...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • First Insurance Group
  • Fort Wayne, IN
  • ** Customer Service Representative** **Job Category****:** Premier Bank **Requisition Number****:** CUSTO002853 Showing ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Fort Wayne, IN
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Sales Manager
  • Brookdale Senior Living
  • Fort Wayne, IN
  • Overview Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity Hungry for a sales role where y...
  • 3/26/2024 12:00:00 AM

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Service Technician - First Shift Class A-B Technician
  • Palmer Trucks
  • Fort Wayne, IN
  • The primary function of the Service Technician is to diagnose and complete repairs on heavy and medium duty trucks. Indi...
  • 3/26/2024 12:00:00 AM

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Chief Growth Officer
  • KB Search Team
  • Fort Wayne, IN
  • Only Local Candidates at This Time. A unique opportunity at a top-rated national non-profit for a visionary Chief Growth...
  • 3/25/2024 12:00:00 AM

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Relationship Manager I - Business Banking
  • PNC Financial Services Group, Inc.
  • Fort Wayne, IN
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/25/2024 12:00:00 AM

Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$57,788 to $73,838
Fort Wayne, Indiana area prices
were up 1.3% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020