Christine Pawlak
West Suburban Bank
JOLIET,IL
39
years of professional experience
Experienced trust officer with decades of fiduciary administration, regulatory compliance, and client service expertise. Trusted for discretion, attention to detail, and sound judgment in managing sensitive account matters and coordinating with legal and tax professionals.
Work History
Trust Officer
38 Years 6 Months- Administered fiduciary accounts in accordance with trust documents, client objectives, and regulatory requirements.
- Reviewed account holdings, distributions, and income activity for accuracy and compliance.
- Coordinated with attorneys, accountants, and beneficiaries to resolve estate and trust matters.
- Interpreted governing instruments to support prudent decisions and consistent account administration.
- Communicated account updates and service recommendations to clients with professionalism and clarity.
- Maintained detailed records for trust activity, tax reporting, and client correspondence.
- Contributed to the overall success of the trust department by participating in cross-functional projects and initiatives.
- Streamlined estate planning process by working closely with attorneys, accountants, and other professionals to meet client objectives effectively.
- Developed strong relationships with clients by providing personalized service and understanding their financial needs.
- Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
Education
High School Diploma
Skills
Decision-making
Leadership
Communication
Discretion and confidentiality
Customer support
Problem-solving
Detail orientation
Time coordination
Collaboration
Ethical standards
Timeline
Trust Officer
West Suburban Bank
10.1984 - 04.2023Read More
J C Sterling Morton East
High School Diploma
Read More