Portfolio Manager

4 weeks ago


Beatrice Nebraska, United States Pinnacle Bank Bank of Colorado Full time

About the Role:

Pinnacle Bank / Bank of Colorado is seeking a highly skilled and experienced Trust Officer II to join our team. As a Trust Officer II, you will be responsible for managing a portfolio of trust accounts, prospecting new customers, and cross-selling other banking services.

Key Responsibilities:

  • Manage a large portfolio of trust account relationships, including account reviews, problem solving, research, and follow-up.
  • Prospect new customers and solicit new trust business.
  • Cross-sell other banking services to new and existing customers.
  • Maintain ongoing customer contact to ensure good customer relations.
  • Interact with customers by telephone and in person.
  • Participate in the preparation of department budget, goals, and objectives, and strategic planning.
  • Represent the bank in civic and community organizations, following personal interests.
  • Perform other related duties as assigned by management.

Preferred Skills:

  • Skill in pricing accounts.
  • Skill in communicating with customers and co-workers in a courteous and professional manner.
  • Skill in problem solving.
  • Ability to maintain a high level of confidentiality.
  • Ability to work within strict time constraints and handle multiple tasks simultaneously.
  • Ability to travel.

Preferred Experience:

  • Previous trust experience preferred.
  • Knowledge of trust accounts, laws, and regulations.
  • Knowledge of bank products and services.
  • Knowledge of sales and marketing practices and principles.

Benefits:

  • Fair and competitive compensation.
  • Bonus based on years of service and discretionary merit bonuses.
  • Participation in the Bank's incentive programs.
  • 8 paid holidays.
  • 17 PTO days each year for the first five years of employment.
  • 12 hours of paid sick time upon hire date.
  • Health, dental, prescription drug card, vision, and voluntary life insurance plans.
  • Health Savings Account with employer contributions.
  • Flexible medical and dependent care spending plans.
  • Parental Leave after one year of full-time employment.
  • 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
  • Free checking account and basic printed checks.
  • Free safe deposit box.
  • $15,000 group term life insurance.
  • Long term disability insurance.
  • Employee Assistance Program.
  • Educational Assistance.


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