Retirement Plan Services Officer - WTIS Retirement Plan Services

WesBanco Bank, Inc • Columbus, OH • 1h ago

SUMMARY:

Administer assigned accounts in accordance with established guidelines, including IRAs, 401(k)s, and other qualified retirement plans. Advise clients on the design, implementation, and ongoing administration of employer-sponsored and individual retirement plans. Participate in client meetings (in-person and virtual), including plan reviews, employee education sessions, business development meetings, and internal presentations. Deliver a high level of service that meets or exceeds departmental standards, including timely and effective responses to client inquiries.

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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Administers client accounts, including IRA's, 401k's, 403b's, pensions, etc.

Administers a full and varied account load.

Advises clients concerning the design and administration of employer sponsored retirement plans.

Advises clients on individual retirement accounts and retirement planning.

Meets with clients (in person and virtual).

Participates in retirement plan account reviews and employee education meetings.

Prepares and submits required government reports.

Keeps up to date on employer sponsored retirement plans and IRA planning and administration procedures and applicable laws and regulations.

Prospects and develops potential new business while developing and working with internal business partners.

Accounts for key trust relationships.

Exhibits strong leadership and accountability for effective communication and direction.

Considers and effectively manages the risks associated with business objectives and activities.

Operates with moderate independence and resolves complaints and problems within established policies and procedures.

May be assigned special projects and limited supervisory responsibilities.

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.

Must have excellent customer service skills and demonstrate strong interpersonal, organizational, verbal and written communication skills.

Excellent communication skills - both written and verbal.

Strong interpersonal, relationship management, and customer service skills.

Ability to retain and develop business and personal relationships.

Ability to meet with clients and prospects both in person and virtually.

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

Ability to write reports, business correspondence, and procedure manuals.

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

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