***Sponsorship not available for role. Open to Wealth Management Advisor I or II based on level of experience. 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 SCHEDULE Typical office 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. Please speak to the hiring manager for more information.