Develop new clients by building relationships with internal bank officers, Centers of Influence (CIOs) in the community (CPAs, Attorneys, Businesses), and current relationships.
Meet with beneficiaries to determine investment objectives and risk tolerance.
Manage around 150 to 200 personal trust and IA accounts; the median account size is $1.5MM. The focus is on customer satisfaction.
Collaborate with the clients attorneys and CPAs
Promote FFTAM by participating in community and professional organizations.
Participate in community and professional organizations to attract new business to the wealth management department.
Act as a knowledge resource in the community
Qualifications:
Must have new business skills
Must have 4 5 years of trust or fiduciary experience
Ability to build rapport
Ability to explain investments to co-workers and clients.
Must have attention to detail.
EDUCATION: A bachelors in accounting or finance is required.
Why is This a Great Opportunity:
Great company with an excellent reputation. Bank Director Magazine has named First Financial as one of the top 7 banks in the nation in the $5 billion to $50 billion asset category for 14 consecutive years.
Stability: The bank has been around for a long time (1890) and plans on being around for a long time.
In addition to base salary, the trust officer is eligible for profit-sharing (ESOP) and 401(k), which allows someone to accumulate a lot of wealth.
Low employee turnover
The company is large enough that, in the long term, there is an opportunity for advancement.
Large enough to offer a variety of products; offer big-bank services without sacrificing the personal relationships and small-town focus that sets us apart.
They have an outstanding culture and treat their employees like family. For example, a terminal employee was kept on the payroll until he passed, so his family would receive his life insurance, giving him peace of mind. The Profit sharing is paid on 12/31 in the year it is earned; there is no delay. In other companies, the employees must wait 3 months or longer.
The company is growing, which will open opportunities for advancement in the future.