Trust Relationship Manager Senior

Summary Provides management of a portfolio of complex trusts, estate accounts, and sales efforts, focusing on client relationship development and business growth. Responsibilities include Managing large and complex trust and estate accounts,Developing new business through prospect outreach and existing client marketing,Advising clients on trust and estate products to align with their financial goals and risk tolerance,Collaborating with team members to identify cross-sell opportunities and refer prospects,Conducting annual reviews to enhance client relationships,Coordinating internal and external services to resolve client issues,Monitoring client profitability, compliance, and risk management,Maintaining up-to-date compliance and regulatory training. Qualifications include a bachelor’s degree and 6-8 years of relevant experience, with proficiency in Microsoft Office. No specific licenses are required.