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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

Role function
Finance From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026
Equity
Offered Verified - SEC 10-K source checked Jun 20, 2026

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 at northwest.wd1.myworkdayjobs.com

Apply link verified; last checked Aug 3, 2026.

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