Wealth & Trust Advisor I/II — Grow & Serve Clients

Park National Bank; Spartanburg (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

Park National Bank in Spartanburg, SC seeks a Wealth Management Advisor I/II to administer trust accounts and grow client relationships. You will advise on financial products, ensure regulatory compliance, and support risk management while delivering high-level service.

Open to Wealth Management Advisor I or II based on experience; typical hours are standard business days, with potential flexibility. Strong communication and analytical skills are essential for success in this role.

Qualifications

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

Responsibilities

• Administer assigned trust accounts including personal trusts and estates, 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 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 skills

Customer service

Written/verbal communication

Follow directions

Adaptable to change

Basic computer skills

Organization/detail oriented

Multi-tasking

Teamwork/collaboration

Education

Bachelor's degree in business or equivalent

Job description

Park National Bank in Spartanburg, SC seeks a Wealth Management Advisor I/II to administer trust accounts and grow client relationships. You will advise on financial products, ensure regulatory compliance, and support risk management while delivering high-level service.

Open to Wealth Management Advisor I or II based on experience; typical hours are standard business days, with potential flexibility. Strong communication and analytical skills are essential for success in this role.