Wealth Management Advisor I

Responsibilities

• Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRAs, 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 products 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.

Competencies

• 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

Requirements

• Bachelor’s degree in business or equivalent combination of education and work experience required.
• 2-4 years of related work experience required.

Schedule

Typical office hours are Monday through Friday, 8 AM to 5 PM. This position is exempt and full-time, requiring a minimum of 40 hours per week. A flexible work arrangement may be available, including some scheduled onsite hours. Candidate must live within 50 miles of Louisville, KY.