Wealth Management Advisor
About The Position
The Wealth Management Advisor will 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. This role involves identifying opportunities to grow existing relationships and develop new business, including responsibility for cross-selling other bank services. The advisor must ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures. They will collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products, responding in a timely manner to trust-related and banking issues. The position requires coordinating and organizing workflow, establishing project schedules, reviewing client accounts, and determining timelines for special projects. Additionally, the advisor will assist in facilitating internal education programs regarding trust products and services and participate in identifying, measuring, monitoring, controlling, and mitigating departmental and enterprise-wide risks. Maintaining awareness of and adherence to the Bank’s compliance requirements and risk management concepts, expectations, policies, and procedures is crucial, as is delivering a consistent, high level of service within our Serving More standards. Other duties may be assigned.
Requirements
- 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
- Bachelor’s degree in business or equivalent combination of education and work experience required
- 2-4 years related work experience required
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
Mid Level
