Stock Assistant Jobs in Tennessee (NOW HIRING)

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Shareholder Relations Assistant

Location: Lebanon, TN

If you're looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.

ABOUT US

Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees-through recognition, rewards, and opportunities to grow. Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here-feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

ABOUT THE POSITION

The Connective Force

Picture yourself as the lifeblood that ties everything together-the communicator, the problem-solver, the bridge between operational teams. In these roles, you handle urgent calls, craft solutions, and ensure that every signal flows correctly so customers receive the right answers at the right time. You're the one who steps in when things get tough, the superhero who keeps the mission on track. If you love variety, collaboration, and the occasional customer interaction, this is your stage. You'll work across teams, solve challenges with a smile, and make sure the entire organization moves as one.

Position Summary

The Shareholder Relations Assistant I serves as point of contact for Wilson Bank Holding Company 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
• Assist 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
• Responsible for all correspondence with shareholders
• Prepare and mail tax documentation related to WBHC stock
• Assist with WBHC shareholder meeting, 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
• 1 year of banking experience preferred
• 1 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
• Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
• 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
• Ability to work independently while demonstrating excellent organization and follow through

• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations
• 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.

GROW WITH US

"Grow With Us" is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.