Trust Officer
- Location
- Erie, PA
- Listed
- 2 days ago
About the role
PA0220 Erie - 8th & State
About the role
The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.
Essential Functions
- Comply with Trust policies and procedures
- Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts
- Assist with sett personal goals and targets
- Review customer account transactions daily
- Oversee / schedule client distributions / bill payments
- Schedule client meets on periodic basis
- Review financial / investment markets daily
- Prepare / review customer documentation and agreements
- Manage personal workload/workflow
- Administer Trust relationships appropriately
- Conduct regular investment review of portfolio with Investment Officer
- Administer Guardianship accounts
- Administer Custodian accounts
- Assure appropriate management of IRA's and funds
- Assure accurate / timely settlement of Estates
- Respond to Employee Benefit inquiries appropriately
- Develop a high community profile
- Initiate and author client correspondence
- Cultivate potential referrals from exist accounts
- Analyze accurate customer needs
- Recommend investment / trust alternatives
- Perform presentations / meets with prospects
- Finalize new agreements with customers
- Coordinate and prepare information for RFP requests
- Cross sell other Bank products and services
- Recommend improvements to procedures
- Maximize technology tools available
- Assure accurate information passed to Trust Operations
- Oversee system cod on individual accounts
- Self-learn / knowledge of Microsoft Office / Trust Account System
- Self-learn / knowledge of Internet & Email
- Minimize departmental non-payroll costs
- Adhere to stated Trust department fee schedules
- Minimize nonstandard fee schedules
Additional Essential Functions
- Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Safety and Health for Supervisors with Direct Reports
- Provide leadership and positive direction for maintaining the safety and loss prevention program
- Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified
- Help implement emergency procedures
Qualifications
- Education
- Bachelor's Degree business / finance / related
- Work Experience
- 8 - 12 years relevant experience customer service or sales experience
General Supervisory/Manager Knowledge, Skills, and Abilities
- Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
- Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
- Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
- Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
- Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
- Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
- Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
- Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
Additional Knowledge, Skills and Abilities
- Team player
- Excellent organizational and time management skills
- Ability to analyze financial data
- Strong client relationship management skills
- Excellent interpersonal and communication skills
Equal opportunity and legal notices
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.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
From Northwest's careers page, first listed on Rolev.ai on November 8, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Trust Officer role at Northwest, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the Trust Officer job at Northwest located?
This Trust Officer position at Northwest is located in Erie, PA. Always check Northwest's application page for specific state eligibility or relocation policies.
How do I apply for the Trust Officer position at Northwest?
This listing links directly to Northwest's Workday application page. You can apply directly on Northwest's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.