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Trust Relationship Officer - New Albany, IN
Trust Relationship Officer - New Albany, INWesBanco Bank Inc. • Elizabethtown, KY, United States
Trust Relationship Officer - New Albany, IN

Trust Relationship Officer - New Albany, IN

WesBanco Bank Inc. • Elizabethtown, KY, United States
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Trust Relationship Officer

#41-8435

Multiple Locations

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Location

This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be the Spring Street branch in New Albany, IN and the West Dixie branch in Elizabethtown, KY.

Market

Louisville

Work Hours per Week

37.5

Requirements

Education and / or Experience

  • Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required.
  • Four-year degree in a business-related field preferred.
  • Basic accounting background and reconciliation skills preferred.

Computer Skills

  • Proficiency with Microsoft Office products such a Word, Excel and Outlook.
  • Ability to build and work with Excel spreadsheets, including using formulas.

    • Other Skills and Abilities

  • 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.
  • Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors.
  • Ability 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.
  • Ability to read and interpret documents.
  • Ability to write routine reports and correspondence.
  • Ability 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.

    • Job Description

    Summary

    Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing.

    Essential Function

    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.

    Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • 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.

    • Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Work Environment

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Full-Time / Part-Time

    Full-time

    Area of Interest

    Wealth Management

    All Locations

    New Albany

    Indiana

    United States

    Elizabethtown

    Kentucky

    United States

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    Trust Officer • Elizabethtown, KY, United States

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