VP. Trust Relationship Manager

Job description:

MAJOR DUTIES

• Develop new clients by building relationships with internal bank officers, Centers of Influence (CIOs) in the community (CPAs, Attorneys, Businesses), and current relationships.
• Meet with beneficiaries to determine investment objectives and risk tolerance.
• Manage around 150 to 200 personal trust and IA accounts; the median account size is $1.5MM. The focus is on customer satisfaction.
• Collaborate with the clients attorneys and CPAs
• Promote FFTAM by participating in community and professional organizations.
• Participate in community and professional organizations to attract new business to the wealth management department.
• Act as a knowledge resource in the community

Qualifications:

• Must have new business skills
• Must have 4 5 years of trust or fiduciary experience
• Ability to build rapport
• Ability to explain investments to co-workers and clients.
• Must have attention to detail.
• EDUCATION: A bachelors in accounting or finance is required.

Why is This a Great Opportunity:

• Great company with an excellent reputation. Bank Director Magazine has named First Financial as one of the top 7 banks in the nation in the $5 billion to $50 billion asset category for 14 consecutive years.
• Stability: The bank has been around for a long time (1890) and plans on being around for a long time.
• In addition to base salary, the trust officer is eligible for profit-sharing (ESOP) and 401(k), which allows someone to accumulate a lot of wealth.
• Low employee turnover
• The company is large enough that, in the long term, there is an opportunity for advancement.
• Large enough to offer a variety of products; offer big-bank services without sacrificing the personal relationships and small-town focus that sets us apart.
• They have an outstanding culture and treat their employees like family. For example, a terminal employee was kept on the payroll until he passed, so his family would receive his life insurance, giving him peace of mind. The Profit sharing is paid on 12/31 in the year it is earned; there is no delay. In other companies, the employees must wait 3 months or longer.
• The company is growing, which will open opportunities for advancement in the future.

Salary Type : Annual Salary

Salary Min : $ 150000

Salary Max : $ 165000

Currency Type : USD