Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with subordinates, peers, and upper management. Work requires the ability to multi-task and to be flexible. Sell investment management and trust services. Cultivate and maintain healthy relationships with both internal and external referral sources.
Contact existing bank customer to add such plans or to change plan administrators.
Develop and execute a client-calling plan. Supervise plan administration. Post graduate training in trust administration. Five years employee retirement plan business development and administration. Assumes responsibility for developing new personal trust and general banking business from high net worth individuals, retaining existing personal business, and promoting personal services in accordance with sales goals.