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Northwest Bank · 7 hours ago

Trust Administration Specialist

Erie, PA

Full-time

Onsite

New Grad, Entry Level

Northwest Bank is seeking a Trust Administration Specialist responsible for account administration and customer relationship management. The role involves analyzing financial information, conducting customer interviews, and ensuring compliance with trust policies and regulatory requirements.

BankingFinancial Services

Responsibilities

Comply with Trust policies and procedures

Assist with sett personal goals and targets

Review customer account transactions daily

Oversee / schedule client distributions / bill payments

Schedule client meets on periodic basis

Prepare / review customer documentation and agreements

Manage personal workload/workflow

Administer Trust relationships appropriately

Conduct regular investment review of portfolio with Investment Officer

Assure appropriate management of IRA's and funds

Initiate and author client correspondence

Cultivate potential referrals from exist accounts

Analyze accurate customer needs

Recommend investment / trust alternatives

Finalize new agreements with customers

Cross sell other Bank products and services

Recommend improvements to procedures

Maximize technology tools available

Assure accurate information passed to Trust Operations

Oversee system cod on individual accounts

Adhere to stated Trust department fee schedules

Minimize non standard fee schedules

Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations

Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

Work as part of a team

Work with on-site equipment

Abide by the rules of the safety and loss prevention program

Perform work tasks in a safe manner

Report any and all injuries to supervisor

Know what to do in case of an emergency

Qualification

Financial analysisClient relationship managementBachelor's DegreeCustomer service experienceMicrosoft OfficeEffective communicationTeam collaborationProblem-solving

Required

Bachelor's Degree business / finance / related

Customer service experience

Ability to establish effective working relationships among team members and participate in solving problems and making decisions

Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written

Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information

Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information

Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas