Trust Relationship Officer - Trust Administration

About the role

This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Monroe Street - Sylvania, OH or Defiance Main - Defiance, OH.

Responsibilities

• Administers a book of straightforward Trust and Investment Agency accounts.
• Works with Senor Trust Officer for more complex deals.
• Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews.
• Develops an understanding of investment strategy and their application within client portfolios.
• Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships.
• Maintains an understanding of Trust regulations and policy and procedures.
• Keeps up to date with all applicable regulations.
• Continues to develop knowledge and attend training programs.
• Engages in problem solving for client issues and determining solutions to meet the customer’s needs.
• Handles routine bill payment and remittance set up for trust clients.
• Reviews Overdraft Report and coordinates maintenance with Trust Officer.
• Maintains Trust Accounting System items.

Requirements

• Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
• Able to interact effectively across all levels of the organization, including senior management, other departments and vendors.
• Able to accurately follow instructions, multi-task, listen attentively.
• Detail oriented with good organizational skills.
• Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
• Able to work independently and meet communicated deadlines.
• Excellent verbal, written and presentation skills with the ability to define and solve problems.
• Team player with a positive outlook.
• Interpersonal skills with co-workers, supervisors and clients.
• Able to read and interpret documents.
• Able to write routine reports and correspondence.
• Able to speak effectively before groups of customers or employees of organization.
• Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Proficiency with Microsoft Office products such a Word, Excel and Outlook.
• Ability to build and work with Excel spreadsheets, including using formulas.

Qualifications

• Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred.
• Four-year degree in a business-related field preferred.