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WesBanco · 1 day ago

Trust Relationship Officer - Trust Administration Columbus

Columbus, OH

Full-time

Hybrid

Entry Level

1+ years exp

WesBanco is a financial institution seeking a Trust Relationship Officer to provide effective service delivery to clients and manage basic Trust and Investment Agency relationships. The role involves working closely with a Senior Trust Officer to develop skills in trust administration and investment strategies while adhering to banking regulations.

BankingFinanceFinancial Services

Growth Opportunities

Responsibilities

Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor 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

Qualification

Trust AdministrationWealth Management OperationsBasic AccountingMicrosoft OfficeExcel SpreadsheetsWritten CommunicationOral CommunicationInterpersonal SkillsDetail OrientedProblem Solving

Required

Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required

Proficiency with Microsoft Office products such as Word, Excel and Outlook

Ability to build and work with Excel spreadsheets, including using formulas

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner

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

Able 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 of organization

Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations