Jobs · Business Development · Tennessee

Shareholder Relations Assistant

Wilson Bank & Trust · Lebanon, TN · 1 mo ago
Business DevelopmentFull-time

About the role

The Shareholder Relations Assistant I serves as point of contact for Wilson Bank Holding Company (WBHC) stock-related inquiries from shareholders and team members. This position processes stock transactions, handles correspondence with shareholders, and files required SEC reports. The Shareholder Relations Assistant I reports to the Manager, Shareholder Relations and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Position Duties & Responsibilities

  • Serve as point of contact for Wilson Bank Holding Company (WBHC) stock-related inquiries from shareholders and team members
  • Aid shareholders with obtaining documentation required to process WBHC stock transactions
  • Utilize stock accounting software to track and process stock transactions
  • Process payment of WBHC dividends and facilitate the mailing of statements
  • Prepare and mail tax documentation related to WBHC stock
  • Absorb and respond to shareholder meetings, including documentation of proxies and in-person voting
  • File reports related to WBHC stock with the SEC as required
  • Maintain the WBHC stock waiting list
  • Stay abreast of Wilson Bank & Trust products in order to serve as a personal banker for WBHC shareholders
  • Maintain professional and technical knowledge by attending educational workshops and reviewing professional publications
  • Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
  • Attend training as requested
  • Participate in outside community activities as required
  • Perform other duties as assigned

Required Qualifications

  • Bachelor’s degree in related field
  • One year of banking experience preferred
  • One year of customer service experience preferred
  • Proficient with Microsoft Office Suite to include advanced Excel skills
  • Ability to serve customers in a courteous and professional manner
  • Ability to build relationships with customers and internal teammates
  • Basic organization and time management skills
  • Maintain a professional demeanor at all times
  • Effective verbal and written communication skills
  • Excellent interpersonal skills
  • Critical thinking and problem-solving skills
  • High standards for integrity, honesty, professionalism, and work ethic
  • Commitment to service excellence
  • Maintain confidentiality discretion
  • Ability to effectively work in collaboration with others
  • Willing to grow and be challenged

Comprehensive Benefits & Recognition

We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

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