Wealth Management Advisor I

Responsibilities

• Administer assigned trust accounts including personal trusts and estates, 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
• Cook up and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
• Aid 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

Requirements

• 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. The position will require some scheduled onsite hours, candidate must live within 50 miles of Springfield, Ohio. Please speak to the hiring manager for more information.