Wealth Management Advisor

RESPONSIBILITIES - #Ll-Hybrid

• 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