Description
Seller-provided details for this listing.
POSITION SUMMARY:
Generate sales revenue for the Trust by focusing majority of daily activities on outside calling to attorneys, CPAs and Investment Consultants.
This is a base plus commission position.
DUTIES/RESPONSIBILITIES:
Generate sales revenue for the Trust by focusing majority of daily activities on outside calling to attorney, CPA's and Investment Consultants
Manage a client portfolio of 200+ client relationships consisting of Personal Trust and Employee Benefit accounts
Manage a book of relationships including all new relationships sold by Officer
Work with Trust Sales Manager to develop sales strategies to attract new Trust Clients and to expand existing Trust relationships
Develop and expand Center of Influence referral network to sell Trust products to COI client base.
Act as representative for all banking services with Center of Influence network
Assume administrative responsibility for a selected group of accounts.
Meet with clients for the purpose of discussing their needs and benefits of our services, expand client relationships, and review investment performance
Achieve annual negotiated performance standards
Monitor account activity and portfolio mix to ensure that established investment guidelines are always met
Assist other trust officers, as needed with knowledge and insight of various trust topics
The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Requirements REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
- Bachelor's degree or equivalent work experience required
- About 7 to 10 years previous sales and client relationship management experience in the financial services industry
- Excellent written and verbal communication skills required
Location: Tinley Park, Illinois (Chicago South Suburbs)
Relocation: NO, LOCAL CANDIDATES ONLY
Sa
Generate sales revenue for the Trust by focusing majority of daily activities on outside calling to attorneys, CPAs and Investment Consultants.
This is a base plus commission position.
DUTIES/RESPONSIBILITIES:
Generate sales revenue for the Trust by focusing majority of daily activities on outside calling to attorney, CPA's and Investment Consultants
Manage a client portfolio of 200+ client relationships consisting of Personal Trust and Employee Benefit accounts
Manage a book of relationships including all new relationships sold by Officer
Work with Trust Sales Manager to develop sales strategies to attract new Trust Clients and to expand existing Trust relationships
Develop and expand Center of Influence referral network to sell Trust products to COI client base.
Act as representative for all banking services with Center of Influence network
Assume administrative responsibility for a selected group of accounts.
Meet with clients for the purpose of discussing their needs and benefits of our services, expand client relationships, and review investment performance
Achieve annual negotiated performance standards
Monitor account activity and portfolio mix to ensure that established investment guidelines are always met
Assist other trust officers, as needed with knowledge and insight of various trust topics
The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Requirements REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
- Bachelor's degree or equivalent work experience required
- About 7 to 10 years previous sales and client relationship management experience in the financial services industry
- Excellent written and verbal communication skills required
Location: Tinley Park, Illinois (Chicago South Suburbs)
Relocation: NO, LOCAL CANDIDATES ONLY
Sa