Investment Center Assistant

The-Fnb-Community-Bank; Vandalia (IL); On-site; USD 23,000 - 32,000; Full time

Job summary

The FNB Community Bank in Vandalia, IL is seeking an Investment Center Assistant. This full-time, hourly position supports the Trust Department and Investment Center, handling clerical tasks and customer interactions with a focus on accuracy and discretion.

Responsibilities include maintaining account records, preparing checks, producing reports, and assisting Financial Advisors and Customer Services. A strong service mindset and regulatory comprehension are essential in this role.

Qualifications

• Associate's degree or high school education with office or financial services experience preferred.
• Strong customer service and communication skills.
• Ability to read and comprehend regulatory material related to job area.

Responsibilities

• Carry out clerical and administrative duties for the Trust Department as directed by the Assistant Trust Officer.
• Support Financial Advisors, Investment Center, and Customer Services.
• Create and maintain account records and files; prepare checks and administer accounts.

Skills

Customer service

Interpersonal skills

Detail oriented

Communication skills

Regulatory reading

Education

Associate's degree or HS with finance/office experience

Tools

Office software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investment Center Assistant

FT Hourly Full-Time Clerical Vandalia, IL, US

Salary Range: $16.50 To $23.00 Hourly

POSITION: FINANCIAL CENTER ASSISTANT DATE: October 2026

REPORTS TO: FINANCIAL ADVISOR APPROVED BY: HR/FINADVISOR

POSITION TYPE: Non-Exempt

The FNB Community Bank, Vandalia, IL

The 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/OBJECTIVE

The 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

• Be customer service driven and respond to all customer requests with tact, diplomacy, and a sense of urgency
• Create and maintain account records and files according to established procedures
• Prepare checks and administer accounts according to the request of the Financial Advisor
• Produce daily and periodic reports; review and reconcile as directed
• Deliver documents to attorneys, accountants, etc.
• Represent the bank in a manner that maintains and expands positive relations with customers, potential customers and coworkers
• Review and comply with all state and federal regulations and FNB policies and procedures
• Provide customer assistance over the telephone and in person as necessary
• Produce, review, and reconcile daily and periodic reports
• Maintain the highest level of confidentiality

WORK ENVIRONMENT

This 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 skills
• Excellent interpersonal skills; relates well to others
• Responds well to feedback; coachable
• Detail oriented
• Solid communication skills which include verbal, written and listening skills
• Desire to expand product knowledge and procedural skills
• Ability to read and comprehend legal and regulatory material related to job area
• Valid 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 more
• Must be able to repeatedly bend, twist, kneel/squat and reach overhead
• Must be able to lift and carry up to 30 lbs. regularly and up to 50 lbs. occasionally
• Must be able to push/pull up to 20 lbs. regularly and up to 50 lbs. occasionally
• Must 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