Wealth Management Business Analyst

JOB RESPONSIBILITIES

• Prepare and analyze department metrics and reporting to measure success and identify opportunities for improvement
• Collaborate with applicable software stakeholders to identify needs and design efficient, effective solutions to improve the client experience
• Maintain thorough understanding of internal trust operations business processes, internal and external customer needs, external competitive landscape, and industry technology trends
• Develop and maintain operating procedures, internal user documentation, and internal user training and provide training and ongoing support to external end-users
• Fulfill the role of business line coordinator for projects such as software releases, monitoring system upgrades and coordinating UAT testing
• Provide support to ensure data is reconciled and issues resolved timely
• Develop and maintain report templates
• Oversee trust operations vendor relations and liaise with Park systems team to coordinate and resolve issues
• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

COMPETENCIES

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change
• Basic Computer Skills
• Leadership/Management Skills
• Ability to influence others
• Ability to build collaborative relationships
• Ability to develop or mentor others
• Ability to work as part of a team
• Organizational Skills/Detail Oriented
• Analytical Thinking
• Able to Multi-Task or Juggle Priorities
• Problem/Situation Analysis
• Technical Expertise
• Strategic Planning and Decision Making
• Creativity

EDUCATION AND EXPERIENCE

• 2- 4 Years of Banking and/or Trust experience required
• At a minimum, employees must obtain a HS Diploma or GED.
• 4 Year / Bachelors Degree - Business analytics, finance, accounting or related field OR Combination of prior experience in business analytics, trust, accounting, or banking is preferred

Required License/Certification:

Preferred License/Certification:

Travel Requirements:

No travel is expected.

Physical Requirements:

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.