Trust Relationship Manager
5 days ago
At Greenleaf Trust, we are seeking a skilled Trust Relationship Manager to join our team. As a key member of our client service team, you will be responsible for managing client relationships and performing activities relative to our role as trustee, agent, and/or custodian.
Key Responsibilities:
- Develop and maintain a basis of knowledge in key areas of trust and estate planning, investment management, retirement planning, and tax planning.
- Educate clients and trust beneficiaries on the terms and requirements of the trust.
- Solve problems for clients using resources of the entire Greenleaf team.
- Coordinate with client's other professional advisors, such as legal and tax advisors.
- Facilitate effective reporting and communication to client and other interested parties.
New Business Development:
- Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources.
- Actively participate in sales team meetings and event-driven marketing activities.
- Promote bank trust services and assist new clients with establishment of new trust accounts.
Fiduciary Excellence:
- Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents.
- Directs collection of income or proceeds from sales of assets and deposits them in trust accounts.
- Ensures that the fiduciary judgment is followed in investing trust assets in income-producing securities following investment guidelines of trust.
Requirements:
- Bachelor's Degree and minimum 3 years' experience in estate planning, trust administration, and customer service, or equivalent education and experience.
- Experience with client support, wealth management, and trust administration.
- Sales experience in a service-related field.
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