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 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.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

· 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.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.