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State Bank · 2 days ago

Trust Marketing & Operations Coordinator

Defiance, OH, US

Full-time

Onsite

Entry Level

2+ years exp

State Bank is a financial institution looking for a Trust Marketing & Operations Coordinator. The role involves coordinating marketing initiatives, managing digital content, assisting with client onboarding, organizing events, and providing support for Trust administration customers.

BankingCommercial LendingConsumer LendingFinanceFinancial Services

Responsibilities

Collaborate with the bank’s marketing team to champion Wealth Management campaigns

Create and distribute newsletters to clients and prospects

Manage social media campaigns for Wealth Management

Update internal and external Wealth Management webpages with current content

Maintain inventory of promotional materials

Assist in planning and coordinating Wealth Management events (client appreciation, seminars, etc.)

Manage logistics such as scheduling, venue arrangements, and vendor communication

Prepare onboarding and review packets and documentation for new and existing clients

Ensure accurate data entry and compliance with internal policies

Serve as a back-up for some/all of the duties performed by the Trust Administrative Assistant and Trust Administrator roles

Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace

Cooperates with, participates in, and supports the adherence to all internal policies procedures and practices in support of risk management and overall safety and soundness of the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA, Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc

Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential task needing proper segregation of duties

Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; Compiles information as necessary or as directed and provides data to appropriate company personnel

Responds to inquiries related to his/her particular area, or to requests from other company personnel, etc., within given time frames and within established policy

Maintains appropriate records and provides assigned reports as directed

Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances

Qualification

Marketing knowledgeSocial media managementEvent planningMicrosoft WordMicrosoft ExcelReading skillsGrammar skillsMathematics skillsPC skillsWriting skills