Trust Clerk jobs in Ann Arbor, MI

Who We Are

Bank of Ann Arbor is one of the nation’s best financial institutions, serving the Southeast Michigan area for over 25 years! At Bank of Ann Arbor, we help our clients succeed financially. We serve our clients with a purpose and a passion, and our talented team delivers uncompromised value with every interaction. It is the mission of Bank of Ann Arbor to be a dynamic, growing and sustainable community bank that is the premier financial institution within the markets it operates; it will be owned by individuals in its markets, managed locally, and responsive to the needs of its communities. The Bank will serve and partner with its customers and communities to achieve their financial goals through high quality products delivered by energized employees and through community service comprised of donations, time, and leadership. Our employees are valued and will work in a culture that invests in their development and rewards their positive contributions.

For the third time in five years, we were named one of American Banker's Best Banks to Work For (only 75 of 6,000 institutions were named) thanks to our strong culture, value system, competitive benefits, terrific team, strong commitment to the community, and fun work environment.

Since Bank of Ann Arbor was founded in 1996, we've consistently supported the communities we serve. We've contributed over $5.4 million to help support area nonprofit organizations, schools, faith-based institutions, the arts, and others. In 2017, Bank of Ann Arbor personnel volunteered more than 3,000 hours to nearly 200 nonprofit organizations.

Who You Are

As the Trust Administrative Assistant, you are the first impression to our clientele. The Trust Administrative Assistant will welcome our customers by greeting them as they enter the Trust & Investment Department lobby and answering all incoming telephone calls including trust maintenance, scheduling meetings or answering general account information.

Your Role

• Serves as the central point of contact for the Trust & Investment Department. Greets clients, directs them to the appropriate conference room, and alerts the appropriate Trust and Investment personnel of their arrival.
• Manages all incoming phone calls, messages and directing calls to the appropriate individual for inquires.
• Maintains Trust accounts and creates correspondence when needed.
• Pays Trust account bills, scans documents, processes address changes, compiles Trust packets, maintains unfunded Trust files, places office supply orders, maintains department coffee station and places coffee supply orders.
• Supports Trust & Investment team as needed.

Your Knowledge and Experience

• Associates degree preferred, or equivalent combination of education and experience.
• Proven excellent verbal/written communication and interpersonal skills.
• Excellent customer service skills and proven ability to handle most customer service inquires
• Ability to work with limited to no supervision in decision making.
• Basic understanding of risk & controls with high attention to detail.
• Service level driven.

What We Offer

A great place to work!

We inspire fresh ideas, bold creativity, and outside-the-box ingenuity by asking, “How can we do banking differently?” We celebrate individual achievement and excellence with proud recognition and upward opportunity.

We work together in a spirit of “together we can” teamwork, mutual respect, and a unified effort to reach common goals. We work hard but we are fortunate to do it in an atmosphere that’s upbeat and fun. We live our passionate community commitment to strengthen, educate, and elevate the prosperity of the communities we’re proud to call home. Our culture has also been positively influenced by our nationally recognized wellness program. Crain's Detroit Business magazine included Bank of Ann Arbor on its list of Healthiest Employers in Southeast Michigan.

If you like to work with passion and purpose, collaborate, elevate, and celebrate, Bank of Ann Arbor is the place for you. We don’t call ourselves the World’s Best Bankers for nothing. We are the leaders and best at what we do.

Comprehensive benefits package to include Medical & Prescription, Dental, Vision, Competitive 401K with match, Generous PTO, Wellness program, Life & Disability Insurance, Critical Care Insurance, Volunteer Opportunities in the Community, Free Banking Products and Dog Days!

From: Bank of Ann Arbor