Wealth Management Business Analyst

Responsibilities

• Prepare and analyze department metrics and reporting to measure success and identify opportunities for improvement
• Collaborate with applicable software stakeholders to identify needs and design efficient, effective solutions to improve the client experience
• Maintain thorough understanding of internal trust operations business processes, internal and external customer needs, external competitive landscape, and industry technology trends
• Develop and maintain operating procedures, internal user documentation, and internal user training and provide training and ongoing support to external end-users
• Fulfill the role of business line coordinator for projects such as software releases, monitoring system upgrades and coordinating UAT testing
• Provide support to ensure data is reconciled and issues resolved timely
• Develop and maintain report templates
• Oversee trust operations vendor relations and liaise with Park systems team to coordinate and resolve issues
• 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

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change
• Basic Computer Skills
• Leadership/Management Skills
• Ability to influence others
• Ability to build collaborative relationships
• Ability to develop or mentor others
• Ability to work as part of a team
• Organizational Skills/Detail Oriented
• Analytical Thinking
• Able to Multi-Task or Juggle Priorities
• Problem/Situation Analysis
• Technical Expertise
• Strategic Planning and Decision Making
• Creativity

• 2- 4 Years of Banking and/or Trust experience required
• At a minimum, employees must obtain a HS Diploma or GED.
• 4 Year / Bachelors Degree - Business analytics, finance, accounting or related field OR Combination of prior experience in business analytics, trust, accounting, or banking is preferred

No travel is expected.

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.