Talent.com
Trust Relationship Officer - Trust Administration Columbus - Columbus, OH

Trust Relationship Officer - Trust Administration Columbus - Columbus, OH

WesBanco Bank Inc.Columbus, Ohio, United States
Hace 27 días
Tipo de contrato
  • A tiempo completo
  • A tiempo parcial
Descripción del trabajo

Back

33d

Trust Relationship Officer - Trust Administration Columbus

#31-8230

Columbus, Ohio, United States

Apply

Apply for this job now! Apply

Location

This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Henderson Road (Columbus, OH).

Market

Columbus

Work Hours per Week

37.5

Requirements

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Education and / or Experience

  • Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required.
  • Four-year degree in a business-related field preferred.
  • Basic accounting background and reconciliation skills preferred.

Computer Skills

  • Proficiency with Microsoft Office products such a Word, Excel and Outlook.
  • Ability to build and work with Excel spreadsheets, including using formulas.

    • Other Skills and Abilities

  • 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.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

    • Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Work Environment

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Job Description

    Summary

    Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing.

    Essential Function

    Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

    Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • 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.

    • Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

    Education and / or Experience

  • Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required.
  • Four-year degree in a business-related field preferred.
  • Basic accounting background and reconciliation skills preferred.

    • Computer Skills

  • Proficiency with Microsoft Office products such a Word, Excel and Outlook.
  • Ability to build and work with Excel spreadsheets, including using formulas.

    • Other Skills and Abilities

  • 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.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

    • Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Work Environment

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Full-Time / Part-Time

    Full-time

    Area of Interest

    Wealth Management

    All Locations

    Columbus, Ohio, United States

    Crear una alerta de empleo para esta búsqueda

    Trust Officer • Columbus, Ohio, United States

    Ofertas relacionadas
    • Oferta promocionada
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    HeadwayOH, United States
    A tiempo completo
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Travel Behavioral Health Activity Therapist

    Travel Behavioral Health Activity Therapist

    LifePointPickerington, OH, US
    A tiempo completo
    Therapist for a travel job in Pickerington, Ohio.Job Description & Requirements.Unit Profile Facility Name : Columbus Springs East Floor : 1 Trauma Level : Acute BH Position Information : • Fa...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Intervention Specialist - Gerson School

    Intervention Specialist - Gerson School

    Applewood CentersUnionville Center, OH, US
    A tiempo completo
    Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Registered Nurse

    Registered Nurse

    Confidential CompanyPlain City, OH, US
    A tiempo completo
    Shift : 3 •12, (Day / Night shift),.Compensation : Pay Rate (Negotiable),.Provide direct patient care to adult and geriatric patients with cancer diagnoses, ensuring their physical and emotional well-b...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Assistant Director of Nursing Danbury Columbus

    Assistant Director of Nursing Danbury Columbus

    Danbury ColumbusLancaster, OH
    A tiempo completo
    Quick Apply
    If you have a passion for helping others… If it is your calling to make someone’s day better… If you want to build meaningful relationships with those you work with… Then...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Travel Behavioral Health Therapist

    Travel Behavioral Health Therapist

    Columbus Springs EastPickerington, OH, US
    A tiempo completo
    Backfill position for Therapist role at Columbus Springs East Behavioral Hospital.Facility Department / Cost Center : Maple, Sunrise, or Laurel. Weekly Guaranteed Hours : 40 hours.Must Have Skills / Exper...Mostrar másÚltima actualización: hace 29 días
    • Oferta promocionada
    Youth Justice Therapist

    Youth Justice Therapist

    Applewood CentersUnionville Center, OH, US
    A tiempo completo
    Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Clinical Mental Health Counselor

    Clinical Mental Health Counselor

    Applewood CentersLondon, OH, US
    A tiempo completo
    Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Licensed Crisis Therapist : Mobile Response and Stabilization Services

    Licensed Crisis Therapist : Mobile Response and Stabilization Services

    Applewood CentersLondon, OH, US
    A tiempo completo
    The MRSS Licensed Crisis Therapist will provide mobile response and stabilization services to youth (age 2-20) and families who have called the crisis hotline with a family identified crisis.The MR...Mostrar másÚltima actualización: hace 29 días
    • Oferta promocionada
    Residential Therapist

    Residential Therapist

    Applewood CentersUnionville Center, OH, US
    A tiempo completo
    Now Offering a $2,000 Sign-on Bonus.Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in ...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Intensive Home Based Treatment Therapist

    Intensive Home Based Treatment Therapist

    Applewood CentersUnionville Center, OH, US
    Teletrabajo
    A tiempo completo
    Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Clinical Diversion Specialist - PRN

    Clinical Diversion Specialist - PRN

    Applewood CentersUnionville Center, OH, US
    A tiempo completo
    Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Travel Behavioral Health Therapist

    Travel Behavioral Health Therapist

    LifePointPickerington, OH, US
    A tiempo completo
    LifePoint is seeking a travel Mental Health for a travel job in Pickerington, Ohio.Job Description & Requirements.Backfill ...Mostrar másÚltima actualización: hace 29 días
    • Oferta promocionada
    Integrated Co-Occurring Treatment Therapist

    Integrated Co-Occurring Treatment Therapist

    Bellefaire JCBLondon, OH, US
    A tiempo completo
    Bellefaire JCB is among the nation's largest, most experienced child service agencies providing a variety of mental health, substance abuse, education, and prevention services.Bellefaire JCB he...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Office Based Therapist - Substance Use Disorders (Hybrid Work)

    Office Based Therapist - Substance Use Disorders (Hybrid Work)

    Applewood CentersUnionville Center, OH, US
    A tiempo completo
    Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Intensive In-Home Counselor (IHBT)

    Intensive In-Home Counselor (IHBT)

    Bellefaire JCBLondon, OH, US
    A tiempo completo
    This position now offers a starting salary of $60,000 with a MHARS IHBT Staff Retention Bonus of $3,000, and a sign-on bonus!. Bellefaire JCB is among the nation's largest, most experienced chil...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Sexual Behavior Therapist

    Sexual Behavior Therapist

    Applewood CentersUnionville Center, OH, US
    A tiempo completo
    Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Mortgage Loan Officer - Columbus, OH

    Mortgage Loan Officer - Columbus, OH

    KeyCorpWesterville, OH, US
    A tiempo completo
    Location : 520 Polaris Parkway - Westerville, Ohio 43082.Job Summary : The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis...Mostrar másÚltima actualización: hace más de 30 días