Trust and Estate Services Business Development Officer

Who You Are

• 4 Year Bachelor's Degree in Business, Finance, Law or related field preferred.
• 5 years minimum business development, sales, or relationship management within the trust and estate services industry required.
• Advanced degree or professional certification (e.g., CFP, CTFA, JD) is a plus.
• This role requires a sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development.
• A strong understanding of trust and estate planning principles and products.
• Excellent communication, negotiation, and presentation skills.
• Proven ability to build and maintain relationships with high-net-worth clients and professional advisors.
• Strategic thinker with the ability to develop and execute business development plans.
• Self-motivated, positive attitude, with a results-driven approach.
• Proficiency in CRM software and Microsoft Office Suite.
• Integrity: Demonstrates high ethical standards and integrity in all dealings.
• Client-Focused: Committed to providing exceptional service and building long-term client relationships.
• Team Player: Works collaboratively with colleagues and contributes to a positive team environment.

What You Will Do

• Business Development Results: Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks.
• Identifying opportunities for deposit gathering, investment management accounts and retirement accounts.
• Client Acquisition: Identify and pursue new business opportunities, including high-net-worth individuals, families, and businesses in need of trust and estate services.
• Relationship Management: Build and maintain strong relationships with clients, attorneys, accountants and other key stakeholders.
• Sales Goals: Achieve and exceed annual sales targets for new trust accounts, assets under management, and related banking services.
• Product Knowledge: Maintain a deep understanding of trust and estate products and services offered by the Bank.
• Client Presentations: Deliver compelling presentations to prospective clients and partners.
• Collaboration: Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction.
• Compliance: Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront.
• Reporting: Provide regular reports on business development activities, pipeline status, and sales performance to senior management at the Bank while maintaining current opportunities in the CRM.
• Seminars/Webinars: attend and follow-up on potential leads.
• Travel Required 20 - 30%.