Trust & Wealth Advisor - Client Growth

Park National Corporation; Cleveland (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Park National Corporation is seeking a Trust Officer to administer trust accounts including personal trusts, estates, custodial and retirement plans, and IRAs. This role ensures compliance with IRS and state Trust Code, audits, and risk policies while advising clients on financial products.

The position requires 2–4 years of related experience and a bachelor's degree in business or equivalent. Typical office hours apply with some onsite travel within Ohio; strong client service is essential.

Qualifications

• Bachelor's degree in business or equivalent combination of education and work experience.
• 2-4 years related work experience required.

Responsibilities

• Administer trust accounts including personal trusts, estates, custodial and retirement plans.
• Identify opportunities to grow relationships and cross-sell bank services.
• Ensure compliance with IRS Code, state Trust Code and audit requirements.
• Collect and analyze customer information to advise on financial products.
• Respond promptly to trust-related and banking issues.
• Coordinate workflow, schedule projects, review client accounts.
• Assist in developing internal training on trust products and services.
• Identify, measure and mitigate departmental and enterprise risks.
• Maintain awareness of compliance requirements and risk management concepts.
• Deliver high-level service within the Serving More standards.
• Other duties as assigned.

Skills

Interpersonal/Customer Service Skills

Written and Verbal Communication

Follow directions

Adaptable to change

Basic Computer Skills

Organizational Skills/Detail Oriented

Multi-Tasking

Collaborative relationships

Team player

Education

Bachelor's degree in business or equivalent

Job description

Park National Corporation is seeking a Trust Officer to administer trust accounts including personal trusts, estates, custodial and retirement plans, and IRAs. This role ensures compliance with IRS and state Trust Code, audits, and risk policies while advising clients on financial products.

The position requires 2–4 years of related experience and a bachelor's degree in business or equivalent. Typical office hours apply with some onsite travel within Ohio; strong client service is essential.