Description

This job posting includes a strategic opportunity to expand our Wealth Management department. As part of our long-term vision, we’re deepening our expertise in both Trusts & Estates and Investment Management.

Trusts & Estates Role:

We’re looking for a candidate with a Juris Doctorate or substantial practical experience in trust and estate administration. This role requires someone who is community-focused, business-minded, and dedicated to helping clients preserve and transfer wealth.

Requirements

RESPONSIBILITIES 

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

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor’s degree in business or equivalent combination of education and work experience required
2-4 years related work experience required
Juris Doctorate or substantial practical experience in trust and estate administration preferred for Trusts & Estates role

SCHEDULE

This is a hybrid role - scheduled on site 3-4 days a week, 1-2 remote.  Typical hours are Monday through Friday 8am 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. The position will require some scheduled onsite hours, candidate must live within 50 miles of Lancaster, Ohio. Please speak to the hiring manager for more information.