Wealth & Trust Advisor — Growth & Client Relations

Park National Bank; North Carolina; Presencial; USD 65.000 - 90.000; Tempo integral

Resumo da vaga

Park National Bank in Columbus, OH is seeking a Trust Officer to administer trust accounts including personal trusts and estates, and to identify opportunities to grow relationships while ensuring compliance with IRS and state Trust Codes. The role requires 2–4 years of related experience and a Bachelor's degree in business.

The position is on-site and full-time, with responsibilities spanning workflow coordination, client account reviews, and internal education support on trust products and

Qualificações

• Bachelor's degree in business or equivalent combination of education and work experience required
• 2-4 years related work experience required
• Administer assigned trust accounts including personal trusts and estates and related accounts
• Identify opportunities to grow existing relationships and cross-sell other bank services
• Ensure compliance with IRS Code, state Trust Code, and audit requirements

Responsabilidades

• 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

Conhecimentos

Interpersonal/Customer Service Skills

Written and Verbal Communication

Follow directions

Adaptable to change

Basic Computer Skills

Organizational Skills/Detail Oriented

Multi-Tasking

Collaborative relationships

Teamwork

Formação

Bachelor's degree in business

2-4 years experience

Descrição da vaga

Park National Bank in Columbus, OH is seeking a Trust Officer to administer trust accounts including personal trusts and estates, and to identify opportunities to grow relationships while ensuring compliance with IRS and state Trust Codes. The role requires 2–4 years of related experience and a Bachelor's degree in business.

The position is on-site and full-time, with responsibilities spanning workflow coordination, client account reviews, and internal education support on trust products and