Wealth Management Business Analyst

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.