Banking Services, Business Development, Computer Skills, Content Development, Cross-Selling, Customer Support/Service, Customer/Client Research, Detail Oriented, Escrow, Interpersonal Skills, Maintain Compliance, Multitasking, Organizational Skills, Presentation/Verbal Skills, Regulatory Compliance, Retirement Plan, Risk Management, Schedule Development, Team Player, Time Management, Wealth Management
***Sponsorship not available for role.
Open to Wealth Management Advisor I or II based on level of experience.
RESPONSIBILITIES
- 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. Please speak to the hiring manager for more information.