Trust Advisor jobs in Portsmouth, OH

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BANK TELLER - Morehead Downtown
  • Stock Yards Bank & Trust
  • Morehead, KY FULL_TIME
  • As a Bank Teller aka Service Associate, your day will be filled with opportunities to complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and provide exceptional customer service. Customer service and cash handling experience combined with math and balancing accuracy skills are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate’s skills to further his/her career goals for advancement within the banking profession.

    Responsibilities

    Daily responsibilities include, but are not limited to, the following:

    • Exemplify our 212 commitment to service
    • Process deposits, withdrawals, cash checks and balance a cash drawer
    • Cash checks following SYB check cashing policy
    • Sell official checks
    • Process and balance teller work through image capture
    • Consultative Selling – Engaging customers and prospects to uncover needs and offer solutions
    • Open new accounts and perform account maintenance
    • Retain and expand customer relationships
    • Process and close loan request (If loan trained)
    • Assist customers with questions and/or concerns
    • Participate in weekly team meetings

    Job Requirements

    The successful candidate will have the following qualifications:

    • High School Diploma or GED equivalent
    • PC proficiency
    • Banking experience preferred
    • Good communication skills – both written and verbal
    • Professional appearance and demeanor
    • Basic Word and Excel knowledge

    Benefits

    • 401(k) with a company match of up to 6%
    • ESOP employer match
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Cancer / Disease insurance
    • Accident insurance
    • Flexible Spending Accounts
    • Health Savings Accounts
    • Bank paid Life / AD& D insurance
    • Voluntary Life / AD&D insurance
    • Bank paid Short-Term and Long-Term Disability insurance
    • Employee Stock Purchase Plan
    • Employee Assistance Program

    Physical Requirements

    The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This position requires sitting the majority of the time with some walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate. While performing the duties of this job, the employee is regularly required to use hands and fingers, handle or feel, reach with hands and arms, and talk or hear. May stand for long periods on the teller line. The associate must occasionally lift and/or move up to 15 pounds.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
  • 18 Days Ago

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Loan Officer III
  • COMMUNITY TRUST BANK INC
  • Flemingsburg, KY FULL_TIME
  • JOB RESPONSIBILITIES Handle loans from application and approval to closing and disbursement of funds, dealing directly with the customer. Assist with taking phone applications from dealers. Prepare pr...
  • 1 Month Ago

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Teller
  • Community Trust Bank
  • Flemingsburg, KY FULL_TIME
  • JOB RESPONSIBILITIES Sell and/or refer bank's products and services to customers and prospects.Demonstrate a continuously helpful, friendly attitude and adherence to established Service Quality Standa...
  • 11 Days Ago

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BANK TELLER - Morehead Downtown
  • Careers at Stock Yards Bank & Trust Co.
  • Morehead, KY FULL_TIME
  • As a Bank Teller aka Service Associate, your day will be filled with opportunities to complete face-to-face customer banking transactions, sell and cross-sell bank products and services, and provide e...
  • 11 Days Ago

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Financial Advisor
  • Prudential Financial
  • Maysville, KY FULL_TIME
  • Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interested in working with Prudential existing clients base. This exciting position will...
  • 25 Days Ago

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Automotive Service Advisor
  • McFarland Chevrolet
  • Maysville, KY FULL_TIME
  • OverviewWe are seeking a dedicated and knowledgeable Automotive Service Advisor to join our growing team. In this role, you will be the primary point of contact for customers seeking automotive servic...
  • 21 Days Ago

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0 Trust Advisor jobs found in Portsmouth, OH area

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General Dermatologist opportunity in Southeastern OH
  • Cielo Talent
  • Bidwell, OH
  • QualDerm Partners is expanding, and we’re excited to offer an incredible opportunity for a dermatologist to join our tea...
  • 1/19/2025 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Ashland, KY
  • Launch your financial services career with an organization that positively impacts thousands of families and communities...
  • 1/16/2025 12:00:00 AM

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Supervisor IS
  • Clean Harbors
  • Ashland, KY
  • HPC Industrial powered by Clean Harbors is seeking a traveling Supervisor in Ashland, KY. The Supervisor is responsible ...
  • 1/15/2025 12:00:00 AM

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Mortgage Sales Manager
  • Rate
  • Chillicothe, OH
  • Job Description About Guaranteed Rate: Guaranteed Rate is the 2nd-largest retail mortgage lender in the U.S. By offering...
  • 1/15/2025 12:00:00 AM

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Hospice Registered Nurse (RN), Full-Time
  • Heartland Hospice
  • Jackson, OH
  • Our Company: Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home healt...
  • 1/6/2025 12:00:00 AM

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Verizon Sales Consultant
  • Cellular Sales
  • Ashland, KY
  • Cellular Sales: Cellular Sales is Growing! Average and High-End Sales Consultants earn $60,000 – $93,000 +/ year Are you...
  • 10/30/2024 12:00:00 AM

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Verizon Sales Consultant
  • Cellular Sales
  • Huntington, WV
  • Cellular Sales: Cellular Sales is Growing! Average and High-End Sales Consultants earn $60,000 – $93,000 +/ year Are you...
  • 10/30/2024 12:00:00 AM

Portsmouth is a city in and the county seat of Scioto County, Ohio, United States. Located in southern Ohio 41 miles (66 km) south of Chillicothe, it lies on the north bank of the Ohio River, across from Kentucky, just east of the mouth of the Scioto River. The population was 20,226 at the 2010 census. Portsmouth is at the confluence of the Ohio, Scioto, and Little Scioto rivers. It is a midway point among four major cities: Charleston, West Virginia, Cincinnati and Columbus, Ohio; and Lexington, Kentucky, each of which are approximately ninety miles away (roughly a two-hour drive). Much of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Advisor jobs
$68,748 to $98,542
Portsmouth, Ohio area prices
were up 1.3% from a year ago

Trust Advisor in Atlanta, GA
Provide guidance for the development and on-going maintenance of investment allocations, goals and objectives.
February 28, 2023
Trust Advisor in Beaumont, TX
Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account.
December 07, 2022
Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assigned accounts.
January 03, 2023
Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance.
February 18, 2023
Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remaindermen.
March 02, 2023
Requires a bachelor's degree, preferably in Business, Finance, or Accounting, and at least eight (8) years professional level banking or financial experience and/or training.
March 28, 2023
Assures the accounts are in compliance with Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations.
April 25, 2023
Trust Advisor in Boston, MA
Develop and maintain a high level of proficiency using a variety of technological resources and database applications.
December 21, 2022
Demonstrated success in a personal client service environment.
February 20, 2023
Review current office policies for the purpose of improving processes and efficiencies.
February 22, 2023