Senior Trust & Wealth Advisor

Northwest Bank; Lock Haven (Clinton County); On-site; USD 90,000 - 140,000; Full time

Job summary

Northwest Bank seeks a Trust Officer to manage client portfolios, analyze financial information, and identify opportunities for growth while ensuring compliance with trust laws and bank policies. The role emphasizes relationship management, coordinating client meetings, overseeing distributions, and collaborating with Investment Officers to optimize portfolios.

Minimum 8–12 years of trust experience and a Bachelor's in Business/Finance are preferred; strong communication and analytical skills

Qualifications

• Bachelor's degree in Business / Finance / Related
• 8-12 years relevant experience
• Customer service or sales experience
• Ability to analyze financial data and identify problems
• Strong communication and relationship management skills

Responsibilities

• Analyze and interpret legal documents to determine the best course of action for individual accounts
• Review customer account transactions daily
• Manage client distributions / bill payments
• Coordinate and prepare information for RFP requests
• Cross-sell other bank products and services
• Develop a high community profile

Skills

Team leadership

Communication skills

Financial analysis

Problem solving

Time management

Client relationship management

Education

Bachelor's Degree in Business / Finance / Related

Tools

Microsoft Office

Trust Account System

Internet & Email

Job description

Northwest Bank seeks a Trust Officer to manage client portfolios, analyze financial information, and identify opportunities for growth while ensuring compliance with trust laws and bank policies. The role emphasizes relationship management, coordinating client meetings, overseeing distributions, and collaborating with Investment Officers to optimize portfolios.

Minimum 8–12 years of trust experience and a Bachelor's in Business/Finance are preferred; strong communication and analytical skills