Wealth Management Advisor
Park National Bank•Bucyrus, OH
•Hybrid
About The Position
This role involves administering assigned trust accounts, identifying opportunities for business growth, and ensuring compliance with relevant regulations. The advisor will analyze customer information to recommend financial products, manage client accounts, and contribute to internal education programs. Risk management and adherence to bank policies are also key aspects of the position, alongside delivering excellent customer service.
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 Bucyrus, Galion, Marion or Mansfield.
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
