Wealth Management Business Analyst

Park National Bank is a financial institution seeking a Wealth Management Business Analyst. The role focuses on analyzing metrics, collaborating with stakeholders to enhance client experiences, and ensuring compliance with banking regulations.

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

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