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T&I Administrator II

Company: Park National Bank
Location: Springfield
Posted on: June 6, 2021

Job Description:

RESPONSIBILITIES

  • Administer assigned trust accounts including personal trusts, estates, custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc.
  • Develop new business opportunities and provide customer service in the areas of trusts, agencies, IRAs, and estates
  • Collect and analyze customer information to determine proper financial products and advises on advantages and disadvantages of different financial products
  • Communicate with customers to respond to trust and banking issues
  • Ensure compliance with IRS Code and audit requirements
  • Research and resolve complex trust issues as needed
  • Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
  • Support new business goals for trust
  • Assist in internal education programs regarding trust product and services
  • Responsible for cross selling other bank services
  • Individually and if applicable, as a manager, participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
  • Maintains awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and applies them to their daily tasks
  • Deliver a consistent, high level of service within our Serving More standards
  • Other duties as assigned

DESIRED KNOWLEDGE, SKILLS AND ABILITIES

  • Ability to work independently and use good judgment and discretion when analyzing potential trust products and services
  • Present a positive attitude and professional image, and provide comprehensive and prompt service to all contacts including customers, associates, professional advisors and vendors
  • Thorough understanding of Park National Corporation and PNB policies, procedures and guidelines
  • Ability to coordinate multiple tasks and have strong organizational, written and verbal communication skills
  • Self-motivated and adapt well to change
  • Basic to Intermediate proficiency in Microsoft Office

EDUCATION AND EXPERIENCE

  • Bachelor's degree or equivalent combination of education and work experience is required
  • Knowledge of investments, trusts, tax and banking a plus
  • At least 5 years experience in trust administration is preferred

SCHEDULE

Department hours are Monday through Friday 8 am to 5 pm and Saturdays 8am to 12pm. This position is salary, exempt, and full-time. The expected hours for full-time salary, non-exempt and exempt positions is 44-48 per week. A minimum 40 hours is required and the average number of Saturdays per month is 1. Early morning and evening appointments as needed.

Keywords: Park National Bank, Springfield , T&I Administrator II, Other , Springfield, Ohio

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