| Location: |
IA
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH) |
| Salary Range: |
90,000-100,000 |
| Bonus & Incentives: |
Annual bonus ranges from 5-10%. |
| Position Responsibilities: |
Solicit new business through networking with financial, legal, and accounting professionals in a position to refer business, calling on prospects, presenting proposals, and following up with prospects and referral sources.
Participate in marketing efforts of non-trust bankers and investment advisor sales officers to cross-sell trust services. Refer prospects to appropriate bank departments for other bank services, keeping the entire enterprise in mind to provide solutions to prospects.
Develop marketing plans and counsel with senior management and marketing department to coordinate efforts with Bank's marketing plans.
Develop and present seminars, or participate in other public speaking opportunities to enhance visibility of the Trust Department.
Provide input in development of fee schedules for services provided by the Trust Department, reviewing competitive information and counseling with senior management regarding implementation of any changes.
Participate in continuing education related to trust administration, financial and estate planning, through in-house or external training opportunities.
Read industry publications, attend seminars, and attend local professional group meetings and conferences to keep abreast of the latest events, techniques, and products |
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
Ten or more years experience in financial planning, estate planning, or related financial services field, with an emphasis on relationship development and sales
Excellent oral and written communication skills
Sufficient professional and community relationships to enable candidate to develop referral sources and identify prospects efficiently and effectively
|
| Preferred Qualifications: |
Bachelor's degree required; MBA, CFA, CFP, JD, CPA, or other advanced education/certification preferred
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| Additional Comments: |
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| Benefits: |
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| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Yes |
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