Trust Officer

PA0220 Erie - 8th & State Job Description The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries. Essential Functionsu2022 Comply with Trust policies and proceduresu2022 Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accountsu2022 Assist with sett personal goals and targetsu2022 Review customer account transactions dailyu2022 Oversee / schedule client distributions / bill paymentsu2022 Schedule client meets on periodic basisu2022 Review financial / investment markets dailyu2022 Prepare / review customer documentation and agreementsu2022 Manage personal workload/workflowu2022 Administer Trust relationships appropriatelyu2022 Conduct regular investment review of portfolio with Investment Officeru2022 Administer Guardianship accountsu2022 Administer Custodian accountsu2022 Assure appropriate management of IRA's and fundsu2022 Assure accurate / timely settlement of Estatesu2022 Respond to Employee Benefit inquiries appropriatelyu2022 Develop a high community profileu2022 Initiate and author client correspondenceu2022 Cultivate potential referrals from exist accountsu2022 Analyze accurate customer needsu2022 Recommend investment / trust alternativesu2022 Perform presentations / meets with prospectsu2022 Finalize new agreements with customersu2022 Coordinate and prepare information for RFP requestsu2022 Cross sell other Bank products and servicesu2022 Recommend improvements to proceduresu2022 Maximize technology tools availableu2022 Assure accurate information passed to Trust Operationsu2022 Oversee system cod on individual accountsu2022 Self-learn / knowledge of Microsoft Office / Trust Account Systemu2022 Self-learn / knowledge of Internet & Emailu2022 Minimize departmental non-payroll costsu2022 Adhere to stated Trust department fee schedulesu2022 Minimize nonstandard fee schedules Additional Essential Functionsu2022 Ensure compliance with Northwestu2019s policies and procedures, and Federal/State regulationsu2022 Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyu2022 Work as part of a teamu2022 Work with on-site equipment Safety and Health for Supervisors with Direct Reportsu2022 Provide leadership and positive direction for maintaining the safety and loss prevention programu2022 Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identifiedu2022 Help implement emergency procedures QUALIFICATIONSTo 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree business / finance / related Work Experience 8 - 12 years relevant experience customer service or sales experience General Supervisory/Manager Knowledge, Skills, and Abilitiesu2022 Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches u2022 Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwestu2019s strategic plans u2022 Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion u2022 Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning u2022 Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience u2022 Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information u2022 Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required u2022 Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters Additional Knowledge, Skills and AbilitiesTeam player Excellent organizational and time management skills Ability to analyze financial data Strong client relationship management skills Excellent interpersonal and communication skills Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. A t Northwest, weu2019re here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

Created: 2026-04-24