Retirement Plan Services Officer – WTIS Retirement Plan Services – Wheeling, WV

This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Bank Plaza – Wheeling, WV.

Bachelor’s Degree required, a major in Finance, Economics, Marketing and/or Business Administration preferred.

A minimum of two years of Trust, Retirement Plan Services, or financial related experience preferred.

Various professional certifications support the ability to successfully fill this position, i.e. CRSP, CRPP, CFP, CPA, APA, APR, QKA, QPA, QKS, and CPC, and are therefore preferred.

SUMMARY:

Administer assigned accounts within prescribed guidelines. Prompt response to customer inquiries and requests. Advise clients concerning the design and administration of employer sponsored retirement plans. Participates in client meetings (in person and virtual), including retirement plan account reviews, employee education meetings, business development meetings, internal presentations, etc.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To 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.

Administers client accounts, including IRA’s, 401k’s, 403b’s, pensions, etc.

Administers a full and varied account load.

Advises clients concerning the design and administration of employer sponsored retirement plans.

Advises clients on individual retirement accounts and retirement planning.

Meets with clients (in person and virtual).

Participates in retirement plan account reviews and employee education meetings.

Prepares and submits required government reports.

Keeps up to date on employer sponsored retirement plans and IRA planning and administration procedures and applicable laws and regulations.

Prospects and develops potential new business while developing and working with internal business partners.

Accounts for key trust relationships.

Exhibits strong leadership and accountability for effective communication and direction.

Considers and effectively manages the risks associated with business objectives and activities.

Operates with moderate independence and resolves complaints and problems within established policies and procedures.

May be assigned special projects and limited supervisory 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.

Excellent communication skills – both written and verbal.

Strong interpersonal, relationship management, and customer service skills.

Ability to retain and develop business and personal relationships.

Ability to meet with clients and prospects both in person and virtually.

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

Ability to write reports, business correspondence, and procedure manuals.

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Ability to work with mathematical concepts such as probability and statistical inference.

Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Ability to operate in a team environment with the capability to provide coverage for other team members

Ability to travel throughout the WesBanco footprint as needed including. overnight stays as needed.

Proficiency in Microsoft Office Products including Word, Excel, Outlook and PowerPoint.

Adept at virtual conferencing systems.

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