Business Development Officer

Responsibilities

• Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys.
• Represent the company in various business development and industry related functions to further enhance the company’s image and develop additional business.
• Tracks pending items, maintains communication with clients and business partners, and follows up with onboarding staff to ensure all necessary information is provided in a timely manner for the trust to be properly onboarded.
• Acts as a key client contact throughout the onboarding process to ensure seamless transition, as well as a point of escalation for exceptions to the process.
• Ensures that the business development/sales process is running efficiently; makes regular recommendations to ensure the process is optimized.
• Covers coordination with team members to ensure communication about processes and associated timelines are reflected accurately in marketing materials and presentations.
• Prepares material, content and scripting for training and education of clients, associated referrals, and internal new hires.
• Participates in company meetings and provides updates to management and Premier Trust teams as necessary.
• Enters and maintains Salesforce business development data and production of the new business, management, and similar reports.
• Recommends improvements to workflow and processes on an ongoing basis.
• Manages staff as appropriate or as designated by Director of Business Development.
• Develops and trains staff in accordance with Premier Trust and Advisor Group guidelines.
• Maintains strict confidentiality of all records and data received and produced.
• Complies and stays current with all applicable company policies, state laws and regulations.
• Exhibits objectively and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit.
• Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions.
• Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values.
• Performs the position safely, without endangering health or safety to himself or herself or others, will be expected to report potentially unsafe conditions.
• Ability to work independently and in a team environment.
• Comply with all company policies and procedures, state laws and regulations.
• Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies and procedures, by properly verifying the identity of any person/entity with fiduciary responsibility on an account and maintaining records of the information used to verify the person/entity.
• Report any customer suspected of suspicious activity, including elder abuse, immediately to the BSA/Compliance Officer.
• Participate in required annual BSA/AML/OFAC and Compliance Training.

Qualifications

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
• 2-3+ years of related experience and/or training or the equivalent combination of education and experience. Work related experience must consist of Trust Administration experience in the financial services industry. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related.
• Advanced skills in and personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel etc.) programs. Typing skills to meet production needs of the position.
• Advanced oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.
• Advanced organizational and time management skills.
• Ability to work without general supervision while performing duties.
• Knowledge of basic marketing practices and techniques.
• Experience with marketing/contact management databases.
• Advanced creative skills to write and design marketing pieces.
• Ability to write effective forms of communication.