Personal Trust Administrative

STATE BANK OF CROSS PLAINS • Madison, WI • 10h ago

JOB REQUIREMENTS: Apply Job Type Full-time Description The Personal
Trust Administrative Specialist plays a key role in delivering
exceptional service to our Personal Trust clients by partnering closely
with Trust Officers to support day-to-day relationship management. This
position coordinates account opening and funding, assists with estate
administration and Financial Power of Attorney services, and ensures
client needs are handled accurately and efficiently. Ideal candidates
are detail-oriented relationship builders who thrive in a collaborative
environment and take pride in providing high-touch service and
dependable team support. Interact with officers, new/existing clients,
and attorneys to facilitate proper opening and funding of accounts. Join
Personal Trust Officers in client and prospect meetings. Handle
non-discretionary client needs. Respond to client inquiries in a
courteous, tactful, and confidential manner. Prepare client account
reviews for assigned officers. Prepare client correspondence and
supplemental reports for statements as needed. Assist with administering
and closing of estates. Join Personal Trust Officers on property
inspections. Visit USPS to ensure appropriate forwarding of mail.
Correspond with banks, credit card companies, cable and internet
providers, cell phone companies, mortgage lenders, and insurance agents.
Create Beneficiary spreadsheets and correspondences. Coordinate and meet
with third party vendors, such as auctioneers, cleaners, buyers, and
sellers. Inventory assets. Draft all probate and post death settlement
paperwork. Assist in Financial Power of Attorney services. Contact every
institution holding assets and present appropriate legal paperwork to be
added to account as POA to be able to pull assets to LRB. Pull in and
consolidate assets as appropriate. Obtain and review copies of bank
statements and maintain record keeping of bill pay. Obtains online
access to accounts and other assets. Scan and organize mail, relabel
PDFs, and distribute to clients or vendors. Answer department phone
calls, assess inquiries, and direct calls appropriately. Provide
preliminary... For full info follow application link. The State Bank of
Cross Plains values a diverse workforce and is an Affirmative
Action/Equal Opportunity Employer. Minorities, Females, Veterans and
Individuals with Disabilities encouraged to apply. Consistent with State
Bank of Cross Plains\' commitment to employ and advance qualified
individuals with disabilities, State Bank of Cross Plains provides
reasonable accommodation to apply for or perform a job. Some examples of
reasonable accommodation include alternate methods to apply, provide
documents in an alternate format, altering work procedures, specialized
equipment or use of an interpreter. If an individual needs reasonable
accommodations to apply or perform a job here at State Bank of Cross
Plains, please contact Human Resources at (608) 849-2700 or email us.
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/60C2A76656624C7D

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