Wealth Management Advisor

Park National Bank; Bucyrus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

Park National Bank is seeking a Trust Officer to administer assigned trust accounts including personal trusts and estates, custodial and managing agency accounts, IRA’s and retirement plans. The role emphasizes accurate, high-quality service and adherence to regulatory requirements.

You will identify opportunities to grow existing relationships, cross-sell bank services, and ensure compliance with IRS Code and state Trust Code. A strong focus on risk management and client guidance is essential.

Qualifications

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

Responsibilities

• Administer assigned trust accounts including personal trusts and estates, custodial and managing agency accounts, IRA’s, custodial depositories, retirement plans, etc.
• Identify opportunities to grow existing relationships and develop new business including 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 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

Skills

Interpersonal/Customer Service Skills

Written and Verbal Communication

Follow directions

Adaptable to change

Basic Computer Skills

Organizational Skills/Detail Oriented

Multi-Task / Priorities

Team collaboration

Education

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

2-4 years related work experience

Job description

zUB Main Office
401 S Sandusky Ave
Bucyrus, OH 44820, USA

zUB Main Office
401 S Sandusky Ave
Bucyrus, OH 44820, USA

NOR Galion
8 Public Sq
Galion, OH 44833, USA

NOR Galion
8 Public Sq
Galion, OH 44833, USA

NOR Mansfield Downtown
3 N Main St
Mansfield, OH 44902, USA

NOR Mansfield Downtown
3 N Main St
Mansfield, OH 44902, USA

• 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 Bucyrus, Galion, Marion or Mansfield. Please speak to the hiring manager for more information.

Qualifications

Skills

Behaviors

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Motivations

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Education

Experience

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.