Location City: Traverse City
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 Traverse City and surrounding communities.
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 <[email protected]> and reference the job number.