Wealth Management Advisor I
About The Position
This role involves administering assigned trust accounts, including personal trusts and estates, custodial and managing agency accounts, escrow accounts, IRAs, custodial depositories, and retirement plans. The advisor will identify opportunities to grow existing relationships and develop new business by cross-selling other bank services. A key aspect of the role is ensuring compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures. The advisor will collect and analyze customer information to recommend appropriate financial products and advise on their advantages and disadvantages. Responsibilities also include responding to trust-related and banking issues, coordinating workflow, establishing project schedules, reviewing client accounts, and managing special projects. Additionally, the role supports internal education programs on trust products and services, participates in risk management, and maintains awareness of compliance requirements. A high level of customer service is expected, adhering to Serving More standards. Other duties may be assigned.
Requirements
- Bachelor’s degree in business or equivalent combination of education and work experience required
- 2-4 years related work experience required
- 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
- Candidate must live within 50 miles of Springfield, Ohio.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
