Live Chat
Contact

T&I Administrator II Job in Springfield, Ohio US

T&I Administrator II

PARK NATIONAL BANK - Springfield, OH

Posted: 7/30/2021 - Expires: 10/28/2021

Job ID: 230053237

Print 

Job Description

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.

Qualifications
Education
High School (required)
Bachelors of Business Administration (required)

Park National Corporation is an Equal Opportunity Employer. It is the policy of the Bank to hire well-qualified people. An integral part of this policy is to provide equal employment opportunity for all persons for employment. It is also part of our policy to recruit and administer hiring, working conditions, benefits, privileges of employment, compensation, training, appointments for advancement including promotions and transfers, and terminations of employment for all associates without discrimination because of race, color, religion, citizenship, national origin, sex, age, veteran status, or handicap.

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
54076509_1
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
N/A