Assistant Controller Portfolio Manager - NATIONAL EXCHANGE BANK
FOND DU LAC, WI
About the Job
JOB REQUIREMENTS: 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 an Assistant Controller and
Portfolio Manager, you will work closely with the Chief Financial
Officer, providing you an incredible opportunity for growth! You will
assist in all financial reporting and accounting functions as well as
preparing monthly reports for management, annual budgets, annual audited
financial statements, and other analytical reports. You will also be
responsible for supervising the investments of the bank in accordance
with the Bank Investment Policy ensuring the safety of invested funds
and maintaining adequate liquidity, while maximizing the return on
invested funds in alignment with the Bank's investment goals. Skills &
Attributes Needed To be successful in your banking career, the following
skills and attributes are needed: Identify and communicate long-term
goals with the ability to motivate yourself and others. Demonstrate
composure, critical thinking, and decision-making skills. Ability to
build relationships and encourage involvement. Demonstrate broad
knowledge and perspective with the ability to use logic to solve
problems with effective solutions. Organize work, set priorities, and
establish objectives with ability to manage resources and time.
Knowledge of applicable banking and/or regulatory policies and
procedures. Ability to conduct analysis of various reports and metrics
in alignment with financial goals. Work independently, accurately and
maintain good relations with the ability to adapt. Qualifications Ideal
candidates will possess the following qualifications: Highest level of
confidentiality and discretion of customer and bank information.
Proficient in various computer software including MS Excel, Word, Teams
and other financial management software. Bachelor's degree in business
with a major in accounting, or equivalent combination of education,
training, and experience. 5+ years of demonstrated and successful
accounting experience. 2+ years of prior banking experience or public
accounting experience. Benefits Offered National Exchange Bank & Trust
offers a competitive benefit package including, but not limited to:
Health, Dental, and Vision Insurance Health Savings Account with
Employer... For full info follow application link. National Exchange
Bank & Trust is an equal opportunity employer of minorities, women,
protected veterans and individuals with disabilities. *
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/471A4D8647264601
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 an Assistant Controller and
Portfolio Manager, you will work closely with the Chief Financial
Officer, providing you an incredible opportunity for growth! You will
assist in all financial reporting and accounting functions as well as
preparing monthly reports for management, annual budgets, annual audited
financial statements, and other analytical reports. You will also be
responsible for supervising the investments of the bank in accordance
with the Bank Investment Policy ensuring the safety of invested funds
and maintaining adequate liquidity, while maximizing the return on
invested funds in alignment with the Bank's investment goals. Skills &
Attributes Needed To be successful in your banking career, the following
skills and attributes are needed: Identify and communicate long-term
goals with the ability to motivate yourself and others. Demonstrate
composure, critical thinking, and decision-making skills. Ability to
build relationships and encourage involvement. Demonstrate broad
knowledge and perspective with the ability to use logic to solve
problems with effective solutions. Organize work, set priorities, and
establish objectives with ability to manage resources and time.
Knowledge of applicable banking and/or regulatory policies and
procedures. Ability to conduct analysis of various reports and metrics
in alignment with financial goals. Work independently, accurately and
maintain good relations with the ability to adapt. Qualifications Ideal
candidates will possess the following qualifications: Highest level of
confidentiality and discretion of customer and bank information.
Proficient in various computer software including MS Excel, Word, Teams
and other financial management software. Bachelor's degree in business
with a major in accounting, or equivalent combination of education,
training, and experience. 5+ years of demonstrated and successful
accounting experience. 2+ years of prior banking experience or public
accounting experience. Benefits Offered National Exchange Bank & Trust
offers a competitive benefit package including, but not limited to:
Health, Dental, and Vision Insurance Health Savings Account with
Employer... For full info follow application link. National Exchange
Bank & Trust is an equal opportunity employer of minorities, women,
protected veterans and individuals with disabilities. *
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/471A4D8647264601
Source : NATIONAL EXCHANGE BANK
