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Peoples Bancorp Inc Trust/Wealth Advisor in Marietta, Ohio

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 200 banks in the United States with 132 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023 and is proud to share over $7 million has been donated to local organizations since its inception. Some of Peoples Bank recent nationwide accolades: American Banker Best Banks to Work For in 2021, 2022 and 2023 Top Workplaces USA national award in 2022 and 2023 Newsweek's America's Best Banks 2023 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Job Purpose: The Trust and Business Development role will develop the knowledge and skill needed to manage assigned client relationships, develop new client relationships and deliver high quality fiduciary services to both. Through training and required certifications will build a thorough knowledge of governing documents and account agreements and maintain up to date knowledge of fiduciary laws and regulations, estate planning techniques, financial planning, assets management, prudent investment principals and retirement plan regulations. Providing extraordinary client service to existing relationships and develops prospecting skills to consistently achieve new business goals. Actively cultivates relationships with referral sources and external professionals to build the business. Participates in community and professional organizations representing Peoples Bank to demonstrate expertise and thought leadership. Job Duties: Serve assigned client relationships, proactively, acting as an advocate for the client within Peoples Bank. For Retirement Plans assigned - will conduct annual sponsor review, employee education and enrollment meetings. Maintain established service standards for each client. Utilize available bank systems for client contact, client/prospect meetings and administration of assigned client accounts. Understand and comply with internal policies, processes and procedures with a focus on prudent risk management. Work collaboratively with internal partners and external professionals to develop new business opportunities. Utilizing resources such as Larkspur and Free ERISA to help generate opportunities for new business. New business implementation - will be responsible for collecting all necessary information and ensuring new account paperwork is completed and executed in a timely manner. Build and maintain knowledge of fiduciary standards and practices and apply this knowledge and judgment to fiduciary relationships. Support other Trust and Investment Team members and internal partners. Demonstrate Peoples Bank Culture: Clients First, Integrity Always, Respect for All, Commitment to Community, Lead the Way and Excellence in Everything. Will perform special projects as assigned. Education, Experience and Job Skills: Bachelor's Degree in Business or Finance. 1-3 years' experience w

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