Trust Officer
Northwest Bancshares INC - Erie, PA
Posted May 30, 2026
Benefits
- Parental leave
- Not verified
- Non-birth-parent leave
- Not verified
- Family-building benefits
-
- Fertility benefits: Not verified
- Adoption assistance: Not verified
- Surrogacy assistance: Not verified
- Mental health support
- Not verified
- Relocation assistance
- Not verified
- Childcare support
- Offered From the posting source checked Jun 20, 2026
- Learning budget
- Not verified
- Verification
- Not verified
- Salary
- Not verified
- 401(k) match
- Not verified
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Market context
- U.S. role benchmark (BLS OEWS)
- $106,409 U.S. median for this role
- Projected growth (BLS Employment Projections)
- +7.7% - Faster than average
Matched to SOC 13-2011 - Finance aggregate by role bucket.
Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.
Role
Schedule
- Shift type
- Not verified
- Weekend work
- Not verified
Company
Application
- Cover letter
- Not verified
- Assessment
- Not verified
- Deadline
- Not stated
Where they hire
State eligibility is not yet verified.
About this role
Trust Officer Erie, PA PA0220 Erie - 8th & State Job Description 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
Read the full description at northwest.wd1.myworkdayjobs.com. FewerJobs shows a preview and links to the original posting.
Apply link verified; last checked Aug 3, 2026.
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