Banking Trust Officer
Company Name:
The Symicor Group
Banking Trust Officer - Rockford, IL
Who We Are
Bankers Recruiting Bankers - The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago. Our nationally unique value proposition centers around providing the very best available banking talent to our valued clientsfrom a banker's perspective. In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market. Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our client is seeking a Trust Officer to be based in the Rockford, IL market. The successful candidate shall be responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business.
The position includes a generous salary and excellent benefits package.
Trust Officer responsibilities include:
Actively calling on high value prospects and clients of the Bank to market trust and investment management services, as well as works with centers of influence to cultivate business.
Conducting full needs assessment with current and potential customers and providing on-going advice and counsel
Recommending appropriate products and services to meet client needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Identifying and referring business to other areas within the Bank as appropriate.
Providing quality service in meeting customer needs, inquiries and problems.
Maintaining contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Developing and maintaining a referral network of internal and external sources for additional sales opportunities.
Adhering strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
Completing all sales activity documentation to provide a record for performance tracking.
Representing the Bank in community organizations and activities to enhance the Bank's image.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and
Experience:
Bachelor's degree, advanced degree JD or MBA preferred.
CFP, CTFA, or CPA preferred.
Five to ten years previous experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and bank employees.
Effective communicator.
High degree of accuracy with attention to detail required.Estimated Salary: $20 to $28 per hour based on qualifications.
The Symicor Group
Banking Trust Officer - Rockford, IL
Who We Are
Bankers Recruiting Bankers - The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago. Our nationally unique value proposition centers around providing the very best available banking talent to our valued clientsfrom a banker's perspective. In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market. Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our client is seeking a Trust Officer to be based in the Rockford, IL market. The successful candidate shall be responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business.
The position includes a generous salary and excellent benefits package.
Trust Officer responsibilities include:
Actively calling on high value prospects and clients of the Bank to market trust and investment management services, as well as works with centers of influence to cultivate business.
Conducting full needs assessment with current and potential customers and providing on-going advice and counsel
Recommending appropriate products and services to meet client needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Identifying and referring business to other areas within the Bank as appropriate.
Providing quality service in meeting customer needs, inquiries and problems.
Maintaining contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Developing and maintaining a referral network of internal and external sources for additional sales opportunities.
Adhering strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
Completing all sales activity documentation to provide a record for performance tracking.
Representing the Bank in community organizations and activities to enhance the Bank's image.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and
Experience:
Bachelor's degree, advanced degree JD or MBA preferred.
CFP, CTFA, or CPA preferred.
Five to ten years previous experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and bank employees.
Effective communicator.
High degree of accuracy with attention to detail required.Estimated Salary: $20 to $28 per hour based on qualifications.
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