Shareholder Relations Assistant
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.