Trust Relationship Manager

Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region.Develops new business by marketing new products and services to existing clients and by securing new clients.

Responsibilities

• Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
• Contacts prospects to generate appointment activity within assigned geographic area to:
• Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts.
• Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
• Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
• Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
• Facilitates internal and external service coordination to resolve issues and respond to client requests.
• Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
• Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
• Performs all other duties as assigned

Requirements

1. Bachelor (4-year college) degree and 4-6 years of experience or equivalent combination of education and experience
2. Proficiency with MS Office Suite

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)