Trust Administration Specialist

Northwest Bancorp, Inc.•Erie, PA

50d•Onsite

About The Position

The Trust Administration Specialist is responsible for performing a variety of duties including account administration, retaining current customer portfolios, conducting customer interviews and presentations, analyzing financial information, and reviewing client accounts regularly. This position is also responsible for remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.

Requirements

Bachelor's Degree business / finance / related
Customer service experience
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Ability to analyze financial data
Client relationship management skills

Responsibilities

Comply with Trust policies and procedures
Assist with sett personal goals and targets
Review customer account transactions daily
Oversee / schedule client distributions / bill payments
Schedule client meets on periodic basis
Prepare / review customer documentation and agreements
Manage personal workload/workflow
Administer Trust relationships appropriately
Conduct regular investment review of portfolio with Investment Officer
Assure appropriate management of IRA's and funds
Initiate and author client correspondence
Cultivate potential referrals from exist accounts
Analyze accurate customer needs
Recommend investment / trust alternatives
Finalize new agreements with customers
Cross sell other Bank products and services
Recommend improvements to procedures
Maximize technology tools available
Assure accurate information passed to Trust Operations
Oversee system cod on individual accounts
Adhere to stated Trust department fee schedules
Minimize non standard fee schedules
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Abide by the rules of the safety and loss prevention program
Perform work tasks in a safe manner
Report any and all injuries to supervisor
Know what to do in case of an emergency