About the Role
Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs and identify and present solutions to meet client goals.
Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank’s accounting firm, and ensure that all state and federal rules and regulations are complied with.
Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
Consult with clients’ attorneys, accountants, and financial planners to promote fiduciary services.
Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP’s, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
Requirements
Fluency with TrustDesk and all related systems employed in trust administration. Proficient in Microsoft Office Suite, with exceptional Excel skills. Experience with CRM preferred. High initiative and follow-through. Ability to work independently and with a team. Experience working with high net-worth individuals. Excellent written and verbal communications skills, and ability to present to clients and prospects. Able to organize, prioritize, multi-task, and self-starter. |
About the Company
Salary Range: $61,600 - $86,400/YR DOE
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Benefits: - Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays
Company Website: https://myfw.com/career-openings/?gh_jid=5806133