Wealth Management Business Analyst

Park National Bank

Business Analyst preparing and analyzing department metrics to measure success and improve client experience in trust operations. Responsibilities include collaborating with software stakeholders and maintaining operational procedures.

Posted 5/19/2026full-timeRemote • Ohio • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Prepare and analyze department metrics and reporting to measure success and identify opportunities for improvement
Collaborate with applicable software stakeholders to identify needs and design efficient, effective solutions to improve the client experience
Maintain thorough understanding of internal trust operations business processes, internal and external customer needs, external competitive landscape, and industry technology trends
Develop and maintain operating procedures, internal user documentation, and internal user training and provide training and ongoing support to external end-users
Fulfill the role of business line coordinator for projects such as software releases, monitoring system upgrades and coordinating UAT testing
Provide support to ensure data is reconciled and issues resolved timely
Develop and maintain report templates
Oversee trust operations vendor relations and liaise with Park systems team to coordinate and resolve issues
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned

Requirements

What you’ll need

2-4 Years of Banking and/or Trust experience required
At a minimum, employees must obtain a HS Diploma or GED.
4 Year / Bachelors Degree - Business analytics, finance, accounting or related field OR Combination of prior experience in business analytics, trust, accounting, or banking is preferred

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business analyticsreportingdata reconciliationoperating proceduresuser documentationUAT testingvendor relationsrisk managementtrust operationsclient experience improvement

Soft Skills

collaborationcommunicationproblem-solvingtrainingsupportattention to detailservice orientationorganizational skillsadaptabilityproject coordination

Certifications

HS DiplomaGEDBachelor's Degree