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 and future leadership possibilities! 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 Contributions
- Short- and Long-Term Disability
- Employer Paid Life and AD&D Insurance
- Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
- 401(k) with Employer Match & Profit Sharing
- Paid Time Off
- Flexible scheduling & telecommuting options
- Education Assistance Program
- Product & Service Discounts & more!
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