VP. Trust Relationship Manager

MAJOR DUTIES

• Develop new clients by building relationships with internal bank officers, Centers of Influence (CIOs) in the community (CPAs, Attorneys, Businesses), and current relationships.
• Meet with beneficiaries to determine investment objectives and risk tolerance.
• Manage around 150 to 200 personal trust and IA accounts; the median account size is $1.5MM. The focus is on customer satisfaction.
• Collaborate with the clients' attorneys and CPAs.
• Promote FFTAM by participating in community and professional organizations.
• Participate in community and professional organizations to attract new business to the wealth management department.
• Act as a knowledge resource in the community.

Qualifications

• Must have new business skills.
• Must have 4-5 years of trust or fiduciary experience.
• Able to build rapport.
• Able to explain investments to co-workers and clients.
• Must have attention to detail.

EDUCATION

A bachelor's in accounting or finance is required.

Why Is This a Great Opportunity

Great company with an excellent reputation. Bank Director Magazine has named First Financial as one of the top 7 banks in the nation in the $5 billion to $50 billion asset category for 14 consecutive years.

Stability: The bank has been around for a long time (1890) and plans on being around for a long time.

In addition to base salary, the trust officer is eligible for profit-sharing (ESOP) and 401(k), which allows someone to accumulate a lot of wealth.

Low employee turnover

The company is large enough that, in the long term, there is an opportunity for advancement.

The company is large enough to offer a variety of products; offer big-bank services without sacrificing the personal relationships and small-town focus that sets us apart.

They have an outstanding culture and treat their employees like family. For example, a terminal employee was kept on the payroll until he passed, so his family would receive his life insurance, giving him peace of mind.

The Profit sharing is paid on 12/31 in the year it is earned; there is no delay. In other companies, the employees must wait 3 months or longer.

The company is growing, which will open opportunities for advancement in the future.

Salary Type : Annual Salary

Salary Min : $ 150000

Salary Max : $ 165000

Currency Type : USD