Fond du Lac
Part-time
Why NEBAT?
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 Trust/Investment Services Intern you will be responsible for contacting customers to schedule visits and annual reviews. This will also include preparing documents for the meetings, assisting with account openings and preparing financial reports. Additionally it will include assisting Trust Associates with client estate management.
Essential Knowledge & Skills
- Basic knowledge of standard office equipment
- Strong knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Teams.
- Ability to communicate effectively via phone, email and in person.
