Assembles appropriate specialist team and sale of approved institutional products and services by developing new prospects and leveraging established customers
Builds and maintains strong internal and external center of influence relationships
Owns and drives successful referral activity to other business groups
Generates greater than $500K in new fee income annually
Attends sales, industry related, or technical training as required
Consistently acquires the largest and most complex client relationships to meet new business sales goals
Acts as an expert client advisor providing guidance and development of the most complex client needs
Mentors and coaches junior Institutional Trust Business Development Officers
Requirements
High School Diploma or GED
Eight (8) years of related experience
Effective and proven sales experience
Excellent oral, written, and organizational skills
Knowledge of compliance regulations
Presentation skills
Thorough knowledge of trust and investment products