Trust Relationship Officer - Trust Administration Columbus - Columbus, OH

WesBanco Bank, Inc • Columbus, OH • 6h ago

Back Trust Relationship Officer - Trust Administration Columbus

31-8857

Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd., Columbus, OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services required. Four-year degree in a business-related field preferred. Basic accounting background and reconciliation skills preferred. Job Description SUMMARY: Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor Trust Officer for more complex deals. Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews. Develops an understanding of investment strategy and their application within client portfolios. Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships. Maintains an understanding of Trust regulations and policy and procedures. Keeps up to date with all applicable regulations. Continues to develop knowledge and attend training programs. Engages in problem solving for client issues and determining solutions to meet the customer's needs. Handles routine bill payment and remittance set up for trust clients. Reviews Overdraft Report and coordinates maintenance with Trust Officer. Maintains Trust Accounting System items. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner. Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors. Ability to accurately follow instructions, multi-task, listen attentively. Detail oriented with good organizational skills. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Able to work independently and meet communicated deadlines. Excellent verbal, written and presentation skills with the ability to define and solve problems. Team player with a positive outlook. Interpersonal skills with co-workers, supervisors and clients. Ability to read and interpret documents. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations. Ability to add, subtract, multip

Similar Jobs

IT Business Process Mapping Consultant

Beacon Hill Staffing Group, LLC • Columbus, OH • 6h ago

Management & Administrative

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Location: Remote EST Duration: 2+ month contract with potential to convert permanent Our client is seeking a Business Analy...

6h ago

Go to Apply

Senior Digital Asset & Blockchain Risk Consultant

Crowe LLP • Columbus, OH • 6h ago

Management & Administrative

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you...

6h ago

Go to Apply

Digital Asset & Blockchain Technology Risk Manager

Crowe LLP • Columbus, OH • 11h ago

Management & Administrative

11h ago

Go to Apply

Demand Planning Sr. Manager, Infrastructure Solutions

Vertiv Corporation • Westerville, OH • 11h ago

Management & Administrative

Job Description POSITION SUMMARY Vertiv is seeking a Demand Planning Sr. Manager, Infrastructure Solutions to support a business unit delivering highly engineered infrastructure solutions. You bring deep experience in en...

11h ago

Go to Apply

Associate Education Consultant (Remote)

Stride, Inc. • Columbus, OH • 11h ago

Management & Administrative

Job Description MedCerts is a national online career training school pioneering the way students learn and employers hire. Focused on direct-to-consumer MedCerts - a Stride company - is a national online training provide...

11h ago

Go to Apply

Program Manager - Global Service Platforms

Vertiv Corporation • Westerville, OH • 13h ago

Management & Administrative

Job Description Program Manager - Global Service Platforms Job Summary The Program Manager is responsible for leading the execution of new and derivative Global Service Platform initiatives that enable Vertiv Customer En...

13h ago

Go to Apply

Safety Consultant

FirstEnergy Corp • Columbus, OH • 13h ago

Management & Administrative

JOB DESCRIPTION FirstEnergy at a Glance We are a forward-thinking electric utility powered by a diverse team of employees committed to making customers' lives brighter, the environment better and our communities stronger...

13h ago

Go to Apply

Services Operations Manager, Switchgear and Busbar - Remote

Vertiv Corporation • Westerville, OH • 13h ago

Management & Administrative

Job Description POSITION SUMMARY Responsible for overall operations and customer experience for the field service organization. Provide business, managerial, and technical direction to multiple region supervisors. Leads...

13h ago

Go to Apply

Lead Technical Program Manager

JPMorgan Chase • Columbus, OH • 13h ago

Management & Administrative

Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment. As a Lead Technical Program Manager in Consumer & Community Banking supp...

13h ago

Go to Apply

Safety Manager

Gilbane Building Company • Grove City, OH • 16h ago

Management & Administrative

Safety Manager Job Locations US-OH-Columbus Requisition ID 2026-12092 Category Safety Overview Are you looking for a highly rewarding opportunity that provides extensive career growth opportunity? Gilbane is seeking a Sa...

16h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.