Trust – Client Relationship Coordinator

Full Time
Fond du Lac


Trusted.  Genuine.   Successful.  National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin.  Founded in 1933, we are a trusted business partner, employer, and community member.  At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

Position Summary

As a Client Relationship Coordinator, you will provide effective and efficient support of our wealth management associates, advisors, and officers, as well as to the Trust Division President.  You will also provide daily internal administrative support to the Trust Division and serve as a back-up to the Wealth Management Administrators to provide operational and administrative support for external clients, in addition to being responsible for assigned client tasks.

Skills & Attributes Needed

The following skills and attributes are needed to be successful in your banking career as a Client Relationship Coordinator:

  • Strong attention to detail
  • Interpersonal skills
  • Excellent communication skills
  • Work independently as well as collaboratively as part of a team
  • Effectively utilize and leverage department software programs for portfolio management, financial planning, and trust accounting to support the department
  • Ability to work under high stress levels with frequent interruptions and with tight and often changing deadlines
  • Maintain the highest level of confidentiality and discretion of customer and bank information.
  • Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette to internal and external contacts and clients.


Ideal candidates will possess the following qualifications:

  • Associate or Bachelor’s degree in business or related field, or equivalent experience is required.
  • Prior experience with investment management software and/or trust accounting software is helpful.
  • Previous experience in banking or financial investment fields is preferred.

Benefits Offered

National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

  • Health, Dental & Vision Insurance
  • HSA, FSA, Short & Long Term Disability 
  • Life/Accident insurance
  • 401(k) with Employer Match & Profit Sharing
  • Paid Time Off
  • Flexible Scheduling 
  • Education Assistance Program
  • Product & Service Discounts & more!

Attachment: Trust-Client Relationship Coordinator


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