What are the responsibilities and job description for the Wealth Management Business Analyst position at Park National Bank?
JOB 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
COMPETENCIES
- 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
EDUCATION AND EXPERIENCE
- 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
Required License/Certification:
Preferred License/Certification:
Travel Requirements:
No travel is expected.
Physical Requirements:
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.