Trust and Investment Business Development Specialist

3 weeks ago


Charleston, West Virginia, United States Finemark National Bank Full time
Job Summary

We are seeking a highly skilled Trust and Investment Business Development Officer to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for developing and maintaining relationships with clients, identifying new business opportunities, and providing exceptional customer service.

Key Responsibilities
  • Relationship Development: Cultivate and maintain relationships with existing clients, identifying opportunities to expand their trust and investment services.
  • New Business Development: Identify and pursue new business opportunities, developing and executing strategies to acquire new clients and grow our trust and investment business.
  • Client Service: Provide exceptional customer service to clients, responding to their needs and concerns in a timely and professional manner.
  • Marketing and Promotion: Assist in the development and implementation of marketing and promotional strategies to promote our trust and investment services.
  • Compliance: Ensure compliance with all relevant laws, regulations, and bank policies, maintaining the highest level of integrity and professionalism in all aspects of your work.
Requirements
  • Education: Bachelor's degree in Business or a related field from an accredited university.
  • Experience: Minimum of 8 years of experience in trust and investment business development, with a proven track record of success in developing and maintaining relationships with clients.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Advanced knowledge of trust and investment solutions, as well as general financial consulting abilities. Proficient in Microsoft Office, including Outlook, Word, and Excel.
Work Environment

This is a full-time position, requiring regular attendance at our FineMark National Bank & Trust location during regular business hours. We are an equal opportunity employer, committed to diversity and inclusion in the workplace.



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