Wealth Management Business Analyst

Park National Bank•, OH

7d•Onsite

About The Position

This role involves analyzing department metrics and reporting to measure success and identify opportunities for improvement. The analyst will collaborate with software stakeholders to design solutions that enhance the client experience. A thorough understanding of internal trust operations, customer needs, the competitive landscape, and industry technology trends is essential. The position requires developing and maintaining operating procedures, user documentation, and training materials, as well as providing support to end-users. The analyst will also act as a business line coordinator for projects like software releases and UAT testing, ensure data reconciliation, and support issue resolution. Additionally, the role involves developing report templates, overseeing vendor relations, and coordinating with the Park systems team. Maintaining awareness of and adherence to compliance requirements and risk management concepts is crucial. The position demands delivering a high level of service and performing other duties as assigned.

Requirements

2- 4 Years of Banking and/or Trust experience required
HS Diploma or GED
Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Leadership/Management Skills
Ability to influence others
Ability to build collaborative relationships
Ability to develop or mentor others
Ability to work as part of a team
Organizational Skills/Detail Oriented
Analytical Thinking
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Strategic Planning and Decision Making
Creativity

Nice To Haves

4 Year / Bachelors Degree - Business analytics, finance, accounting or related field OR Combination of prior experience in business analytics, trust, accounting, or banking is preferred

Responsibilities

Prepare and analyze department metrics and reporting to measure success and identify opportunities for improvement
Collaborate with applicable software stakeholders to identify needs and design efficient, effective solutions to improve the client experience
Maintain thorough understanding of internal trust operations business processes, internal and external customer needs, external competitive landscape, and industry technology trends
Develop and maintain operating procedures, internal user documentation, and internal user training and provide training and ongoing support to external end-users
Fulfill the role of business line coordinator for projects such as software releases, monitoring system upgrades and coordinating UAT testing
Provide support to ensure data is reconciled and issues resolved timely
Develop and maintain report templates
Oversee trust operations vendor relations and liaise with Park systems team to coordinate and resolve issues
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