Trust Relationship Manager

5 days ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time
Job Description

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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