Wealth Management Advisor

Park National Bank•Spartanburg, SC

About The Position

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.

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