Banking/Attorney/In House/Rockford, Illinois

Company Name:
Trust Officer
Duties: Actively calls 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. Conducts full needs assessment with current and potential customers and provides on-going advice and counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business to other areas within the Bank as appropriate. Provides quality service in meeting customer needs, inquiries and problems. Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities. Represents the Bank in community organizations and activities to enhance the Bank?s image. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices. Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.

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