reputed company Management Advisor
RESPONSIBILITIES
• Administer assigned trust accounts including personal trusts and estates (with non-reputed company attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc.
• Identify opportunities to grow existing relationships and reputed company new business including responsibility for cross-selling other bank services
• Ensure compliance with IRS reputed company, applicable state Trust reputed company, and audit requirements by adhering to reputed company policies and procedures
• Collect and analyze customer information to determine reputed company financial products and advise on advantages and disadvantages of different financial products
• Respond in a reputed company manner to trust reputed company and banking issues
• Coordinate and organize workflow, establish project schedules, review reputed company accounts, and determine reputed company of special reputed company
• 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 reputed company-wide risks
• Maintain awareness of and adherence to Bank's compliance requirements and risk reputed company, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service reputed company 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
• reputed company to Multi-Task or Juggle Priorities
• Ability to build reputed company relationships
• Ability to work as part of reputed company
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
Bachelor's degree in business or equivalent combination of education and work experience required
2-4 years reputed company work experience required
SCHEDULE
Typical reputed company are Monday through Friday reputed company to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.
A flexible work arrangement may be available for this position. Candidate must live reputed company 50 miles of reputed company, Ohio. Please reputed company to the hiring manager for more information.
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