Investment Center Assistant in Vandalia, Illinois at The FNB Community Bank
NewSalary: $16.50 - $23.00/hrJob Function: Admin/Clerical/Secretarial
The FNB Community Bank
Vandalia, Illinois, 62471, United States
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Job Description
POSITION: FINANCIAL CENTER ASSISTANT DATE: October 2026 REPORTS TO: FINANCIAL ADVISOR APPROVED BY: HR/FINADVISOR POSITION TYPE: Non-Exempt The FNB Community Bank, Vandalia, ILThe FNB Community Bank is the only locally owned community bank in Bond, Fayette and Marion Counties. Established in 1865, we currently have 7 locations in the following communities: Vandalia, Patoka, Ramsey, Greenville, & Mulberry Grove. We have a Financial Center Assistant position available for the Vandalia location. Vision: The FNB Community Bank’s Vision consists of our Commitment, Passion and Niche as follows: Commitment: To provide friendly, knowledgeable service you can trust.Passion: To earn our customers’ trust every day. Niche: Providing leadership and financial services for our communities.
SUMMARY/OBJECTIVEThe Financial Center Assistant is a position that offers support to the branch’s various departments. Primary duties include carrying out clerical and administrative duties for the Trust Department as directed by the Assistant Trust Officer(s). Other duties are to provide support to the departments of the Financial Advisors, Investment Center, and Customer Services.
ESSENTIAL FUNCTIONS
WORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Work will occasionally be done outside in all weather conditions.
WORK REQUIREMENTS
PHYSICAL DEMANDS
REQUIRED EDUCATION AND EXPERIENCE
SUMMARY/OBJECTIVEThe Financial Center Assistant is a position that offers support to the branch’s various departments. Primary duties include carrying out clerical and administrative duties for the Trust Department as directed by the Assistant Trust Officer(s). Other duties are to provide support to the departments of the Financial Advisors, Investment Center, and Customer Services.
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ESSENTIAL FUNCTIONS
- Be customer service driven and respond to all customer requests with tact, diplomacy, and a sense of urgencyCreate and maintain account records and files according to established proceduresPrepare checks and administer accounts according to the request of the Financial AdvisorPrepare departmental mailingsProduce daily and periodic reports; review and reconcile as directedDeliver documents to attorneys, accountants, etc. Represent the bank in a manner that maintains and expands positive relations with customers, potential customers and coworkersReview and comply with all state and federal regulations and FNB policies and proceduresProvide customer assistance over the telephone and in person as necessary Produce, review, and reconcile daily and periodic reportsMaintain the highest level of confidentiality
WORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Work will occasionally be done outside in all weather conditions.
WORK REQUIREMENTS
- High quality customer service skillsExcellent interpersonal skills; relates well to othersResponds well to feedback; coachableDetail orientedSolid communication skills which include verbal, written and listening skillsDesire to expand product knowledge and procedural skillsAbility to read and comprehend legal and regulatory material related to job areaValid driver’s license and the ability to travel to all FNB locations
PHYSICAL DEMANDS
- Must be able to sit and/or stand for 40 hours per week or moreMust be able to repeatedly bend, twist, kneel/squat and reach overheadMust be able to lift and carry up to 30 lbs. regularly and up to 50 lbs. occasionallyMust be able to push/pull up to 20 lbs. regularly and up to 50 lbs. occasionallyMust be able to work indoors and outdoors in all weather conditions
REQUIRED EDUCATION AND EXPERIENCE
- An Associate’s degree or High School education with office or financial services experience preferred
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Job Location
Vandalia, Illinois, 62471, United States
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