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 superior customer service in the areas of trusts, agencies, IRAs, estates, and retirement plans
• Collect and analyze customer information to determine proper financial products and describe advantages and disadvantages of different financial products
• Respond promptly to trust and banking questions from customers
• 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 and contribute to new business goals for trust
• Assist in internal education programs regarding trust products and services
• Invite customers to consider other bank products and services as appropriate
• Individually and if applicable, as a manager, participates 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 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; JD's will also be considered
• 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.

Education

• High School or better
• Bachelors or better in Business Administration or related field