Trust Relationship Officer - Albany

Trust Relationship Officer

#41-8435

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

Louisville

37.5

Education and/or

Experience:

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

Computer

Skills:

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

Other

Skills and Abilities:

• Clear, concise, effective written and oral communication skills to express thoughts, ideas, and concepts to management, bank employees, and bank customers collaboratively and solutions-oriented.
• 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.
• Ability 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.
• Basic math skills and understanding of 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.

Summary:

Responsible for effective service delivery to current and prospective Wes Banco 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; you will be expected to acquire and maintain proficiency in the Bank's policies and procedures, adhere to all applicable laws, rules, and regulations, and complete all assigned compliance training on time.

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

• Administers a book of straightforward Trust and Investment Agency accounts; works with Senior 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:

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:

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

Wealth Management

New Albany, Indiana, United States

Elizabethtown, Kentucky, United States