Senior Wealth Relationship Manager

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

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.