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Mar 1, 2006 12:26 PM
Job 6123: Trust -New Business Development Officer
Location City: Grand Rapids
Location State: MI
Salary Range: 60,000
Position Responsibilities: Responsible for both
new business development and account administration. 30% new
business development (networking with CPAís and
Attorneyís) and 70% trust administration. Maintain, manage and
enhance an existing portfolio of Trust accounts. Participates in
reviewing governing and related documents, for new and existing
accounts, to determine acceptability. Interprets document language
to determine proper administration Calling on potential or existing
customers and referral sources to develop new business by promoting
company services and products. Selling services to qualified
prospects. Cultivates and maintains relationships with numerous
sources of new business, including company officials, social
acquaintances, and internal referral sources. Meets with prospects
to explain the company's trust services, discusses the advantages
of proper planning, and obtains background data on corporate or
personal finances, family relationships, and employee status.
Maintains a continuing relationship with existing customers to
retain their goodwill and to develop additional business. Makes
presentations to business and professional groups, community clubs,
etc. as requested and on the topics they specify.
Education and Certifications/Licenses: Bachelors
Mandatory Minimum Qualifications: The ideal candidate will
have a degree and possess at least 3+ years related experience in
trust, estate planning, and strong relationship building
skills.
Preferred Qualifications: Well connected in the Grand
Rapids community.
Additional Comments: My client is a, a Michigan Chartered
Bank, specializing in wealth management for individuals,
corporations, foundations, endowments and employee benefit
plans,
Benefits: Comprehensive, All 100% employer paid!
Overnight Travel: Limited
Relocation Assistance: Yes
To apply for this Job: please send your resume to <vpml-Greg@nbn-jobs.com> and
reference the job number.
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