New Job Trust Officer / Relationship Manager In South Dakota
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| Trust Officer / Relationship Manager |
Trust Officer / Relationship Manager
Company : Liberty National Bank
Salary : Details not provided
Location : South Dakota
Full Description
It is the intention of Liberty National Bank to provide a team-oriented work environment for individuals who are qualified for employment opportunities. For consideration submit your resume to the Human Resources Department at 3520 S Louise Ave, Sioux Falls, SD 57106, email direct to
[email protected].
Liberty National Bank is an Equal Opportunity Employer.
Trust Officer / Relationship Manager
At Liberty National Bank our customers are our number one priority. We are looking for someone to fill an important position within our growing Wealth Management Division.
This is an extraordinary opportunity for the right candidate to work for a National Bank (with South Dakota trust powers) that desires to expand its Wealth Management Division. We are Liberty National Bank headquartered in Sioux City, IA with branch offices located in Des Moines, Okoboji, and South Dakota (Dakota Dunes, North Sioux City, Elk Point and two branches in Sioux Falls). This position is available in any of our bank markets.
This is an extraordinary opportunity for the right candidate to work for a National Bank (with South Dakota trust powers) that desires to expand its Wealth Management Division. We are Liberty National Bank headquartered in Sioux City, IA with branch offices located in Des Moines, Okoboji, and South Dakota (Dakota Dunes, North Sioux City, Elk Point and two branches in Sioux Falls). This position is available in any of our bank markets.
Responsibilities:
- Generate new Wealth Management client relationships through proactive sales and relationship management efforts.
- Facilitate the referral of high net worth clients and prospective clients to the Wealth Management Division, including investment management, trust / fiduciary services, and private banking services.
- Actively participate in sales and development of trust, investment management, and private banking prospects.
- Initiate contacts for developing and establishing new investment management agency, rollover IRA, personal trust and custodial business.
- Meet with prospective clients to discuss Wealth Management Division products and services, and maintain contact with clients and organizations regarding account performance, administrative matters, tax planning and other issues to ensure the client's financial goals are being achieved.
- Cultivate and maintain relationships with numerous sources of new business referrals and centers of influence, including bank personnel, attorneys, accountants, financial services professionals and various social contacts.
Requirements:
- Bachelor’s Degree.
- Minimum 10 years of direct client contact with wealth management, trust, investment management and sales experience in the financial services industry.
- Strong interpersonal communication, networking and relationship management / sales skills.
- Excellent presentation, verbal and written communication skills.
- Ability to work in a very team-oriented environment along with trust officers, investment officers, banking officers and bank operations personnel.
Compensation:
Liberty National Bank provides a competitive salary commensurate with background and experience, full benefits and the opportunity for career growth and professional development.