Relationship Manager-Wealth Management Officer

MidAmerica National Bank; Canton (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Job summary

MidAmerica National Bank in Canton, IL, is seeking a Relationship Manager – Wealth Management Officer to manage complex fiduciary and wealth management relationships. The role involves serving as a trusted advisor, overseeing client accounts, and expanding the portfolio through prospecting. A Bachelor's degree in a related field and a minimum of five years of experience in trust administration are preferred. Candidates should exhibit strong fiduciary knowledge and communication skills within a community banking environment.

Qualifications

• 5+ years of progressively responsible experience in trust administration or wealth management.
• CTFA, AAMS®, and/or CFP® designation preferred or willingness to obtain.
• Strong knowledge of fiduciary principles and trust accounting.

Responsibilities

• Serve as primary relationship manager for personal trusts and accounts.
• Administer accounts per trust documents and regulatory requirements.
• Direct investment activity for assigned trust and wealth management accounts.
• Grow client portfolio through prospecting efforts.
• Oversee bill payments and income distributions accurately.
• Identify opportunities to expand client relationships.

Skills

Strong knowledge of fiduciary principles

Excellent written and verbal communication skills

Customer service orientation

Ability to exercise sound judgment

Proficiency with Windows-based and financial software applications

Education

Bachelor's degree in Business, Finance, or a related field

Job description

Relationship Manager – Wealth Management Officer

MidAmerica National Bank, a locally owned community bank serving central Illinois since 1933, is seeking a qualified professional to join our Trust & Wealth Management Department as a Relationship Manager – Wealth Management Officer. With branch locations throughout Fulton, Marshall, and McDonough counties, we are committed to positively impacting our customers, employees, and communities through trusted relationships and sound financial guidance.

This position is based at our Canton Banking Center and is responsible for managing complex fiduciary and wealth management relationships while serving as a trusted advisor to clients.

Principal Duties And Responsibilities

• Serving as the primary relationship manager and account administrator for personal trusts, estates, guardianships, and agency accounts, including complex and high‑value client relationships
• Administering accounts in accordance with trust documents, state statutes, regulatory requirements, and client objectives, including asset valuation, investment objectives, liquidity needs, and fee and income accuracy
• With the support of the Investment Team, directing investment activity for assigned trust and wealth management accounts, including the purchase and sale of investment securities
• Growing the portfolio of clients and assets under management through intentional prospecting efforts
• Overseeing bill payments, income distributions, and discretionary distribution requests in an accurate and timely manner
• Communicating proactively with clients and collaborating with internal and external professionals to address complex or sensitive account matters
• Identifying opportunities to expand client relationships through referrals and cross‑selling of additional bank products and services

Qualifications And Requirements

• Bachelor's degree in Business, Finance, or a related field, or equivalent work experience, preferred
• Minimum of five years of progressively responsible experience in trust administration, wealth management, or a related financial services role
• Strong knowledge of fiduciary principles, investments, and trust accounting
• Excellent written and verbal communication skills with a strong customer service orientation
• Ability to exercise sound judgment, maintain confidentiality, and manage sensitive client situations with professionalism
• CTFA, AAMS®, and/or CFP® designation preferred or willingness to obtain
• Proficiency with Windows‑based and financial software applications

MidAmerica National Bank offers a competitive compensation and benefits package, along with the opportunity to grow your career within a stable, relationship‑focused community banking environment.

MidAmerica National Bank is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, religion, sex, national origin, disability status, protected veteran status, or any other legally protected classification.