The Trust and Business Development Officer manages assigned client relationships, develops new client relationships and delivers high quality fiduciary services to both. Has a thorough knowledge of governing documents and account agreements. Maintains up to date knowledge of fiduciary laws and regulations, estate planning techniques, financial planning, asset management and prudent investment principals. Provides extraordinary client service to existing relationships and consistently achieves new business goals. Actively cultivates relationships with referral sources and external professionals to build the business. Participates in community and professional organizations representing Peoples Bank to demonstrate expertise and thought leadership.
Serve assigned client relationships proactively, acting as an advocate for the client within Peoples Bank
Maintain established service standards for each client
Utilize available bank systems for client contact, client/prospect meetings and administration of assigned client accounts
Lead conversations and provide solutions focused on clients or prospects needs and goals
Understand and comply with internal policies, processes and procedures with a focus on prudent risk management
Work collaboratively with internal partners and external professionals to develop new business opportunities
Build and maintain knowledge of fiduciary standards and practices and apply this knowledge and judgment to fiduciary relationships
Support other Trust and Investment Team members and internal partners
Demonstrate Peoples Bank Culture: Clients First, Integrity Always, Respect for All, Commitment to Community, Lead the Way and Excellence in Everything
Education, Experience and Job Skills:
Bachelor's Degree in Business or Finance
CFP or CTFA designation preferred or willingness to obtain
7-10 years of experience working in a fiduciary environment preferred
Experience in Trust administration and New Business Development through assessing client needs, identifying/recommending solutions and building/managing client relationships
Ability to manage complex trust relationships, including experience with unique assets, detailed estate planning techniques and real estate
Collaborates effectively to get things done, building and nurturing strong relationships
Ability to learn and adapt to new information and technology platforms
Effective time management
Working knowledge of financial and fiduciary products and services and how they apply to particular client situations
Productive use of resources, technology and other assistance to achieve extraordinary client experience
Business development experience through internal and external referrals, prospect calls, joint calls with bank partners, community involvement, etc.
3-5 years of experience in Trust Administration
Success in developing new business
Equal Opportunity Employer M/F/Disabled/Vet;
For inquiries regarding employment with Peoples Bank, email.
Working Together. Building Success.