What are the responsibilities and job description for the Wealth Management Advisor position at Park National Corporation?
Description
Park National Corporation is an Equal Opportunity Employer. It is the policy of the Bank to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons for employment. It is also part of our policy to recruit and administer hiring, working conditions, benefits, privileges of employment, compensation, training, appointments for advancement including promotions and transfers, and terminations of employment for all associates without discrimination because of race, color, religion, citizenship, national origin, sex, age, veteran status, or handicap.
***Sponsorship not available for role.
Open to Wealth Management Advisor I or II based on level of experience.
RESPONSIBILITIES
- Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc.
- Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
- Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
- Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
- Respond in a timely manner to trust related and banking issues
- Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
- Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
- Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
- 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
- Organizational Skills/Detail Oriented
- Able to Multi-Task or Juggle Priorities
- Ability to build collaborative relationships
- Ability to work as part of a team
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
Bachelor's degree in business or equivalent combination of education and work experience required
2-4 years related work experience required
SCHEDULE
Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.
A flexible work arrangement may be available for this position. Please speak to the hiring manager for more 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.
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.
Park National Corporation is an Equal Opportunity Employer. It is the policy of the Bank to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons for employment. It is also part of our policy to recruit and administer hiring, working conditions, benefits, privileges of employment, compensation, training, appointments for advancement including promotions and transfers, and terminations of employment for all associates without discrimination because of race, color, religion, citizenship, national origin, sex, age, veteran status, or handicap.