Wealth Management Advisor I

RESPONSIBILITIES

Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc.

Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services

Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures

Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products

Respond in a timely manner to trust related and banking issues

Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects

Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services

Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks

Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks

Deliver a consistent, high level of service within our Serving More standards

Other duties as assigned

COMPETENCIES

Interpersonal/Customer Service Skills

Written and Verbal Communication

Ability to understand and follow directions

Adaptable to change

Basic Computer Skills

Organizational Skills/Detail Oriented

Able to Multi-Task or Juggle Priorities

Ability to build collaborative relationships

Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor’s degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.

A flexible work arrangement may be available for this position. The position will require some scheduled onsite hours, candidate must live within 50 miles of Newark, Ohio. Please speak to the hiring manager for more information.