Wealth Management Advisor

This job posting includes two strategic opportunities 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 through two key hires.

Investment Management Role:

We're seeking a candidate with experience in investment services-ideally within the financial services industry-who thrives in a client-facing, business development-oriented environment. The ideal candidate is active in the community and passionate about building lasting relationships.

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.

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