JOB TITLE: LENDING ASSOCIATE II
DEPARTMENT: RISK MANAGEMENT
REPORTS TO: LOAN OPERATIONS OFFICER
FLSA STATUS: NON-EXEMPT
TYPE OF POSITION: FULL TIME
JOB SUMMARY
As a Lending Associate II, this person will be responsible for understanding loan documentation that creates a legal and binding repayment requirement for the customer, as well as a legal and binding attachment of collateral. In addition to, this person will be responsible for understanding different entity types and the entity documents.
DUTIES AND RESPONSIBILITIES (Other duties may be assigned.)
1. Prepare loan documents from Loan Documentation Request Forms including the following: verify loan terms to the approved presentation, incorporate all loan covenants, and verify any "prior to close" criteria.
2. Have a basic understanding of entity documents to determine client signing authority including a knowledge of entity types (such as LLC, C-corp, S-corp) and organizational documents (such as articles of incorporation, articles of organization, operating agreement, and by-laws).
3. Assist with ordering appraisals which includes researching the experience and licensing of potential appraisers.
4. Assist with ordering title policies and title searches.
5. Review and understand title policies, clearing title exceptions, and lien positions.
6. Have an understanding of the requirements of customer authorization to pull credit and pull credit reports, as needed.
7. Ensure adherence to the bank's Loan Policy and bank regulations at all times, including, but not limited to, a knowledge of the following consumer compliance regulations: Truth in Lending, RESPA, TRID disclosures, flood, HMDA, Fair Lending (ECOA/Fair Housing), and Fair Credit Reporting Act.
8. Complete HMDA Worksheets when applicable.
9. Understand vehicle and equipment titling and documentation of the bank's lien position, as well as an understanding of UCC guidelines.
10. Assist in the rectification of the bank's loan technical exceptions.
11. Scan, save and file all loan documents, financials and all other documents pertaining to loan files as needed or assigned.
12. Assist loan officers as needed.
13. Compose letters and memos as requested.
14. Ability to determine whether requests for confidential information should be furnished or refused which requires judgment, tact and on-the-spot decisions.
15. Ability to recognize irregular or suspicious activity and take appropriate action to prevent loss.
16. Handle telephone and email inquiries from customers and personnel from other departments ensuring high service standards for both clients and other team members.
17. Assist with scheduling client appointments.
18. Greet customers as they enter the bank and direct them to the correct area.
19. Perform other duties as assigned.
WORKING CONDITIONS
The position is Monday through Friday, typically from 8 AM - 5 PM and is forty hours a week. Additional hours worked may be required from time to time. The position will primarily be located at the Main Branch in Olney, Illinois.
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.
COMPENSATION AND BENEFITS
The estimated hourly rate for this position is $20.16 - $25.00. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page.
DISCLOSURES
Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.
Updated February 27, 2025
Requirements:EDUCATION and/or EXPERIENCE
Some college, associate or a bachelor's degree with a business concentration is ideal. 2-3 years of related experience and/or training in bank lending quality control, audit, loan processing, or loan origination is desirable. Will consider recent graduates with strong GPA and applicable internship experience.
QUALIFICATIONS
To perform this job successfully, an individual must be very detailed oriented and have the ability to accurately and thoroughly analyze information. The individual must also be consistent and detailed in all quality control functions in order to ensure internal adherence to TrustBank policies, as well as compliance with applicable State and Federal laws and regulations.
REQUIRED SKILLS AND ABILITIES
1. Ability to read, analyze, and interpret legal terminology related to loan documentation, general business and economic communications, technical procedures, or governmental regulations.
2. Strong organizational and time management skills.
3. Very detail oriented and able to review own work to find errors.
4. Analytical and risk assessment skills, including a clear understanding of ratios and percentages.
5. Working knowledge of accounting, finance, and economics.
6. Ability to write reports and effective business correspondence.
7. Ability to effectively present information and respond to questions from team members and customers.
TECHNICAL SKILLS
Ability to utilize computer word processing and spreadsheet software for data analysis and report preparation. Knowledge of and ability to learn the bank's data processing system. Working experience with other computer programs, such as Microsoft Access and Excel is preferred. Understanding of Microsoft 365 and related collaboration tools.
Compensation details: 20.16-25 Hourly Wage
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Read LessTrustBank is seeking an enthusiastic and entrepreneurial team member for the new TrustBank in Wheaton, IL as we enter our third year of growth. We are a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation that contributes passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been "Growing Prosperity Together" ever since. Join a growing team of professionals and find a rewarding career at TrustBank.
JOB TITLE: PERSONAL BANKER
DEPARTMENT: WHEATON
REPORTS TO: ASSISTANT VP- WHEATON MARKET
FLSA STATUS: NON-EXEMPT
TYPE OF POSITION: PART-TIME
JOB SUMMARY
Provide a high-touch approach to developing customer relationships. Offer a full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers, providing new accounts services, and cross-selling bank products and services. Address more complex customer needs with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the DuPage community to choose TrustBank.
DUTIES AND RESPONSIBILITIES
Provide Excellent Customer Service
o Ensure that customers receive prompt and courteous service.
o Opening new accounts and cross-sell products to customers to meet their needs.
o Assist customers in meeting all account related needs.
o Represent TrustBank at community functions and in your network to generate new relationships.
Work with the team for friendly, efficient and accurate operation of the bank.
o Answer phone inquiries.
o Provide support to relationship officers.
o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)
o Open and close bank when needed.
o Assist with monthly reports.
o Stay within compliance guidelines when opening and closing all accounts.
o Attend bank meetings and educational seminars as required.
o Teller functions as needed (approximately 5% of the role)
o Support ancillary deposit operations across the bank at-large as assigned.
o Perform other duties as assigned.
WORKING CONDITIONS
The position is a part-time position, working four days a week and 20 - 25 hours per week. Work schedule may vary to support the mid-morning to mid-afternoon operating hours of the bank Monday - Friday. However, there may be times when the operating needs may require branch opening or closing support. The position may include occasional attendance at banking functions and networking events outside of regular business hours. Interacting with customers and prospects. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.
COMPENSATION AND BENEFITS
Compensation for this position is $24.00 - $29.00/hour and detail any bonus or incentives. TrustBank provides a generous benefits offering and details may be found on our bank's website:
DISCLOSURES
TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position.
This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans
Updated February 12, 2026
EDUCATION and/or EXPERIENCE
Must have high school education and be able to master on-the-job training requirements. Associates degree or higher is a plus. A minimum of two years banking experience is required. Banking certifications are ideal but not necessary.
REQUIRED SKILLS AND ABILITIES
Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank.
TECHNICAL SKILLS
Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.
Compensation details: 24-29 Hourly Wage
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Read LessJoin TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part of Growing Prosperity Together.
JOB TITLE: SENIOR TRUST & WEALTH ADVISOR
DEPARTMENT: WEALTH MANAGEMENT
REPORTS TO: CHIEF WEALTH STRATEGIST
FLSA STATUS: EXEMPT
TYPE OF POSITION: FULL-TIME
JOB SUMMARY
Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and reputation. Leads the effort in the acquisition of new clients. Retains, expands and deepens existing relationships.
DUTIES AND RESPONSIBILITIES
• Work directly with clients to develop an advisory relationship and gather information related to client's financial circumstances and goals.
• Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets.
• Determine client financial objectives, risk tolerance and capital requirements.
• Counsel and advise clients on general financial forecasts and trends.
• Develop a sophisticated goals-based wealth plan to bring client's financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action.
• Facilitate implementation of sophisticated wealth plans based on the direction given by the client
• Interact with client's other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services.
• Review account relationships and communicate with wealth management team members to identify opportunities for cross selling
• Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships.
• Contribute to the development and monitoring of best practices in the delivery of financial planning services.
• Prepare and deliver presentations relating to the ongoing maintenance of client relationships.
• Develop marketing materials and plans and deliver marketing presentations.
• Contribute to TrustBank wealth planning thought leadership, including marketing resources.
• Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
• Operates independently; has in-depth knowledge of business unit / function
• Carries out activities that are large in scope, cross-functional and technically difficult
• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
• Conducts preliminary analysis
• Responsible for direct interaction with different committees and management
• Strategic in developing, implementing and administering programs within functional areas
• Other duties assigned by manager
WORKING CONDITIONS
The position is Monday through Friday, typically from 8AM - 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be in the DuPage County/Chicago Market. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public.
TRUSTBANK CORE VALUES
Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.
COMPENSATION AND BENEFITS
The estimated annual salary for this position is $121,900-$262,000, including incentives. This range reflects the full compensation span for roles across our markets. Actual compensation offered will vary based on factors such as the specific responsibilities of the role, a candidate's relevant skills, experience, education, and geographic location. We take a holistic approach during the hiring process to understand each candidate's background and align compensation appropriately, ensuring internal equity while allowing flexibility to recognize unique qualifications or expertise. In addition to base salary, this role is eligible to participate in an incentive compensation plan that rewards individual performance. We also offer a 401(k) plan featuring a discretionary employer match in bank stock, along with a comprehensive benefits package. More information about our generous employee benefits can be found on our Career Page at
DISCLOSURES
TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans
Updated: January 26, 2026
EDUCATION and/or EXPERIENCE
Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Effective communicator and collaborative professional. Requires a university/college degree in finance, economics, or related areas.
QUALIFICATIONS and KEY ATTRIBUTES
To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their needs. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations.
REQUIRED SKILLS and ABILITIES
Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how technology supports the role and TrustBank's high standards of servicing.
TECHNICAL SKILLS
Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.
Compensation details: 00 Yearly Salary
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