Wealth Management Business Analyst

🕒 3 days ago

🏈 Ohio – Remote

🏈 Ohio – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Business Analyst

🚫👨‍🎓 No degree required

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Park National Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1908

💼 Consulting

🛡️ Insurance

🏦 Banking

Consulting • Insurance • Banking

<Park National Bank> is a family of community banking teams that provides retail and commercial banking products and services to individuals, businesses, and communities. The bank offers checking and savings accounts, credit cards, consumer and mortgage loans, business and commercial lending (including SBA, agricultural, equipment and aircraft financing), wealth management, retirement and trust services, and digital banking tools. Park emphasizes personalized, community-focused service, local leadership, and community involvement while also providing online and mobile banking, cash management, and merchant services.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• No travel is expected.