Retirement Plan Services Officer - WTIS Retirement Plan Services

Summary

The position is 100% in-office. The employee will work full-time in a designated WesBanco location. Consideration for location will be Bank Plaza - Wheeling, WV and Henderson Rd - Columbus, OH.

Essential Duties And Responsibilities

• Administers client accounts, including IRA’s, 401k’s, 403b’s, pensions, etc.
• Administers a full and varied account load.
• Advises clients concerning the design and administration of employer sponsored retirement plans.
• Advises clients on individual retirement accounts and retirement planning.
• Mets with clients (in person and virtual).
• Participates in retirement plan account reviews and employee education meetings.
• Prepares and submits required government reports.
• Keeps up to date on employer sponsored retirement plans and IRA planning and administration procedures and applicable laws and regulations.
• Possesses strong leadership and accountability for effective communication and direction.
• Considers and effectively manages the risks associated with business objectives and activities.
• Operates with moderate independence and resolves complaints and problems within established policies and procedures.
• May be assigned special projects and limited supervisory responsibilities.

Other Requirements

• Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
• You will also be expected to complete all assigned compliance training in a timely manner.
• Must have excellent customer service skills and demonstrate strong interpersonal, organizational, verbal and written communication skills.
• Excellent communication skills - both written and verbal.
• Strong interpersonal, relationship management, and customer service skills.
• Ability to retain and develop business and personal relationships.
• Ability to meet with clients and prospects both in person and virtually.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to work with mathematical concepts such as probability and statistical inference.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Ability to operate in a team environment with the capability to provide coverage for other team members.
• Demonstrated proficiency in basic computer applications such as Microsoft Office and ability to learn various applications.
• Ability to learn various Banking Software programs.

Qualifications

• High School Diploma or General Education Degree (GED) required.
• Bachelor's Degree in Finance, Economics, Marketing, and/or Business Administration preferred.
• Minimum of two years of Trust, Retirement Plan Services, or Financial Related experience preferred.
• Banking Experience Preferred.
• Customer service or administrative experience preferred.

Skills

• Versatility in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to manage multiple tasks and priorities.
• Proficiency in Microsoft Office Suite.
• Knowledge of banking software and systems.

Benefits

N/A

Pay

N/A

Schedule

N/A