Wisconsin Bank & Trust

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Executive Assistant

at Wisconsin Bank & Trust

Posted: 6/12/2019
Job Status: Full Time
Job Reference #: 19-0379

Job Description

Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

The Executive Assistant ensures the success of the Bank President in his/her daily organization as well as providing special project assistance to guarantee thorough and timely completion of initiatives.


Ensures the success of the President in his/her daily organization to include: calendar appointments, meeting materials, e-mail management, expense reports and travel arrangements.

Coordinates and facilitates meetings to track bank strategic plan updates.

 Assists and coordinates special projects as assigned by President.

Coordinates and attends regularly scheduled   meetings to include preparing agendas, aggregating meeting materials, reserving and preparing facilities, and recording minutes.

Acts as liaison between the bank and the Board of Directors.  Arranges Board of Directors and Directors Loan Committee meetings, assembles packages and takes minutes.

Coordinates Bank-sponsored events as well as employee events

Coordinates marketing materials for bank-sponsored events and presentation pieces

Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.


Performs other duties as assigned.

III: SUPERVISORY RESPONSIBILITIES: This position does not have direct supervisory responsibilities.



 Associate’s Degree; or equivalent years of experience.


3-5 years of executive level support  experience Proficient with Microsoft Office to include Word, Excel, Outlook, and PowerPoint. Committed to excellence. Self-motivated and takes initiative. Able to think outside of the box and creatively problem solve within company policy. Persuasive/able to respectfully and successfully present ideas to opposition. Perceptive/able to distinguish the needs and preferences of individual employees, peers and customers. Ability to use prudent judgment in decision making. Highly detail oriented.

Scheduled Weekly Hours:


Time Type:

Full time

Wisconsin Bank & Trust offers you friendly, exceptional service and great banking products. As a customer, you will have the unique opportunity to develop a relationship with banking professionals who really care about you. We take pride in giving our customers the very best banking experience possible.

Our unmatched dedication to customer service is strengthened by our parent company, Heartland Financial USA, Inc. , a multi billion dollar financial services company that matches our loyalty to the principles of community banking. Our shared values coupled with Heartland's powerful services bring you the personal attention you deserve, backed by the products and services that make Great Things Happen!

Wisconsin Bank & Trust’s team of leaders is fully committed to serving our clients, employees and community.

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

Employment at Heartland Financial USA, Inc. is employment at will

Posted 30 Days Ago

Full time


Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!