Shareholder Relations Assistant

Wilson Bank & Trust; Lebanon (TN); On-site; USD 40,000 - 55,000; Full time

Job summary

Wilson Bank & Trust in Lebanon, TN is seeking a Shareholder Relations Assistant I to be the primary contact for WBHC stock inquiries and support shareholders with required documentation for stock transactions.

You will utilize stock accounting software, process dividends, and manage shareholder communications, ensuring accuracy and confidentiality in a fast-paced environment.

Qualifications

• Bachelor’s degree in related field.
• 1 year of banking experience preferred.
• 1 year of customer service experience preferred.
• Proficient with Microsoft Office Suite including Excel.
• Effective verbal and written communication.

Responsibilities

• Serve as point of contact for WBHC stock-related inquiries from shareholders and team members.
• Assist shareholders with documentation required to process WBHC stock transactions.
• Utilize stock accounting software to track and process stock transactions.
• Process payment of WBHC dividends and facilitate mailing of statements.
• Maintain all correspondence with shareholders.

Skills

Excel skills

Customer service

Communication skills

Time management

Interpersonal skills

Education

Bachelor’s degree in related field

Tools

Microsoft Office Suite

Job description

## Shareholder Relations AssistantApplyremote type: On Sitelocations: Lebanon, TNtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR1000131It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.Shareholder Relations AssistantLocation: Lebanon, TN**If you’re looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.**ABOUT USWorking at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.ABOUT THE POSITION**The Connective Force**Picture yourself as the lifeblood that ties everything together—the communicator, the problem-solver, the bridge between operational teams. In these roles, you handle urgent calls, craft solutions, and ensure that every signal flows correctly so customers receive the right answers at the right time. You’re the one who steps in when things get tough, the superhero who keeps the mission on track. If you love variety, collaboration, and the occasional customer interaction, this is your stage. You’ll work across teams, solve challenges with a smile, and make sure the entire organization moves as one.Position SummaryThe Shareholder Relations Assistant I serves as point of contact for Wilson Bank Holding Company stock-related inquiries from shareholders and team members. This position processes stock transactions, handles correspondence with shareholders and files required SEC reports. The Shareholder Relations Assistant I reports to the Manager, Shareholder Relations and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.Position Duties & Responsibilities* Serve as point of contact for Wilson Bank Holding Company (WBHC) stock-related inquiries from shareholders and team members* Assist shareholders with obtaining documentation required to process WBHC stock transactions* Utilize stock accounting software to track and process stock transactions* Process payment of WBHC dividends and facilitate the mailing of statements* Responsible for all correspondence with shareholders* Prepare and mail tax documentation related to WBHC stock* Assist with WBHC shareholder meeting, including documentation of proxies and in-person voting* File reports related to WBHC stock with the SEC as required* Maintain the WBHC stock waiting list* Stay abreast of Wilson Bank & Trust products in order to serve as a personal banker for WBHC shareholders* Maintain professional and technical knowledge by attending educational workshops, and reviewing professional publications* Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program* Attend training as requested* Participate in outside community activities as required* Perform other duties as assignedRequired Qualifications* Bachelor’s degree in related field* 1 year of banking experience preferred* 1 year of customer service experience preferred* Proficient with Microsoft Office Suite to include advanced Excel skills* Ability to serve customers in a courteous and professional manner* Ability to build relationships with customers and internal teammates* Basic organization and time management skills* Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems* Maintain a professional demeanor at all times* Effective verbal and written communication skills* Excellent interpersonal skills* Critical thinking and problem-solving skills* High standards for integrity, honesty, professionalism, and work ethic* Commitment to service excellence* Ability to work independently while demonstrating excellent organization and follow through* Demonstrate flexible and efficient time management and ability to prioritize workload* Ability and willingness to work with purpose and a strong sense of urgency* Self-motivated, positive, and enthusiastic* Self-starter with a strong desire to exceed expectations* Maintain confidentiality discretion* Ability to effectively work in collaboration with others* Willing to grow and be challengedCOMPREHENSIVE BENEFITS & RECOGNITION We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our *Employee Assistance Program* and *Employee Care Fund* provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.GROW WITH US“Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through *School Bank*, exploring diverse career paths through our *Banker Academy* *Program*, or investing in yourself through our *Employee Stock Purchase* program, you’ll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.### About UsWilson Bank & Trust is more than a just a bank — we’re a community-focused, people-first organization committed to supporting both our customers and our employees. As an independent, community-based bank, we combine big‐bank resources with hometown service, creating a workplace where you can build meaningful relationships, grow your career, and make a real impact every day.