Trust Relationship Officer - Trust Administration TOL at WesBanco Bank, Inc.

North Canton, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

0.0

Posted On

25 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Administration, Client Service Delivery, Trust Regulations, Investment Strategy, Estate Planning, Problem Solving, Bill Payment, Accounting System Maintenance, Written Communication, Oral Communication, Attention To Detail, Organizational Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook, Math Skills

Industry

Banking

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 DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 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. 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. 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. 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. Basic accounting background and reconciliation skills preferred.

Responsibilities

This role is responsible for the effective service delivery to current and prospective Trust and Investment Services clients, focusing on the administration of basic Trust and Investment Agency relationships under the guidance of a Senior Trust Officer. Key duties include administering accounts, handling daily activities like account reviews and client requests, and developing an understanding of investment strategy and estate planning techniques.