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Vice President Trust Advisor

2 months ago

Madison, United States First Business Bank Full time

FIRST BUSINESS BANK Vice President Trust Advisor - MADISON, Wisconsin

JOB REQUIREMENTS: Join us today as a Vice President - Trust Advisor at First Business Bank, a Top Workplaces USA company. At First Business Bank, we prioritize our people, valuing ambition, experience, and client focus. We are committed to providing comprehensive total rewards, embracing diversity, and giving back to our communities. Location: Brookfield, WI, hybrid with 2 days per week remote.

OVERVIEW: The Vice President - Trust Advisor advises Private Wealth client relationships on trust & investment accounts, participates in sales efforts, and develops relationships with referral sources. Responsibilities include:

Client Relationships: - Provide trust administration and planning capabilities - Retain and grow client relationships - Schedule and participate in client meetings

Administration: - Maintain knowledge of trust and investment changes - Apply risk management skills and fiduciary knowledge

New Business Support: - Work with team to grow revenue for First Business Bank

For full info follow application link.

We are an equal employment opportunity employer.

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