What are the responsibilities and job description for the Trust Operations Associate - Trust Operations position at WesBanco Bank, Inc.?
SUMMARY:
Responsible for scanning and indexing of Trust Operations daily work and reconcilement reports. Cross-train in multiple positions to provide coverage.
Essential Function
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.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
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 handle detailed work under pressure and meet deadlines.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Assists administrative officers and staff with locating requested aged physical files and logging-in/logging–out account files.
Creates new account legal folders.
Closes and archives files.
Performs reconcilement of various accounts.
Cross trains in multiple positions to provide coverage.
Manages department mail.
Manages files stored at an off-site location.
Arranges the disposal (shredding) of aged documents.
Manages file storage system in associated spreadsheets.
May be assigned other job duties or 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.
Highly developed interpersonal skills to deal with people using tact and diplomacy.
Must have professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
Ability to perform general clerical duties, operate normal office equipment, and accurately handle detail work required.
Must be able to work independently and maintain confidentiality.
Proficient in Microsoft Office including Word and Excel.
Ability to learn Banking and Trust Software.
Possess strong math skills.
Ability to complete basic bookkeeping functions.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations.
Capacity to write reports, business correspondence, and procedure manuals.
Ability to effectively communicate information and respond to questions from groups of managers, clients, customers, and the general public.
High school diploma, required.
Previous clerical or office related experience preferred.
Banking or Trust Operations experience preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Responsible for scanning and indexing of Trust Operations daily work and reconcilement reports. Cross-train in multiple positions to provide coverage.
Essential Function
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.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
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 handle detailed work under pressure and meet deadlines.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Assists administrative officers and staff with locating requested aged physical files and logging-in/logging–out account files.
Creates new account legal folders.
Closes and archives files.
Performs reconcilement of various accounts.
Cross trains in multiple positions to provide coverage.
Manages department mail.
Manages files stored at an off-site location.
Arranges the disposal (shredding) of aged documents.
Manages file storage system in associated spreadsheets.
May be assigned other job duties or 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.
Highly developed interpersonal skills to deal with people using tact and diplomacy.
Must have professional demeanor in appearance, interpersonal relations, work ethic, and attitude.
Ability to perform general clerical duties, operate normal office equipment, and accurately handle detail work required.
Must be able to work independently and maintain confidentiality.
Proficient in Microsoft Office including Word and Excel.
Ability to learn Banking and Trust Software.
Possess strong math skills.
Ability to complete basic bookkeeping functions.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations.
Capacity to write reports, business correspondence, and procedure manuals.
Ability to effectively communicate information and respond to questions from groups of managers, clients, customers, and the general public.
High school diploma, required.
Previous clerical or office related experience preferred.
Banking or Trust Operations experience preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
