Senior Trust & Wealth Advisor

Northwest-Bank; Federal Hill (PA); On-site; USD 90,000 - 120,000; Full time

Job summary

Northwest-Bank is seeking a Trust Officer to manage client portfolios, analyze financial data, and develop new business opportunities. You will conduct client interviews, prepare financial profiles, and ensure accurate account administration across trust and guardianship accounts.

The role requires 8–12 years of relevant experience with strong interpersonal and analytical skills, plus proficiency in MS Office and the bank's trust systems.

Qualifications

• Bachelor's Degree in business/finance or related field.
• 8-12 years relevant experience in customer service or sales.
• Strong client relationship management and communication skills.
• Ability to analyze financial data and apply regulatory requirements.
• Team player with strong organizational and time-management abilities.

Responsibilities

• Account administration and oversight of trust accounts.
• Grow and retain customer portfolios and develop new business.
• Conduct client interviews and presentations for opportunities.
• Prepare financial profiles and analyze information for decisions.
• Review accounts regularly and ensure regulatory compliance.
• Coordinate and prepare information for RFPs and client meetings.
• Cross-sell bank products and services as appropriate.
• Utilize MS Office and Trust Account System to manage workflows.

Skills

Client relationship management

Analytical

Communication skills

Team player

Organizational skills

Time management

Education

Bachelor's Degree business/finance/related

Tools

Microsoft Office

Trust Account System

Job description

Northwest-Bank is seeking a Trust Officer to manage client portfolios, analyze financial data, and develop new business opportunities. You will conduct client interviews, prepare financial profiles, and ensure accurate account administration across trust and guardianship accounts.

The role requires 8–12 years of relevant experience with strong interpersonal and analytical skills, plus proficiency in MS Office and the bank's trust systems.