Trust Officer - Malvern, PA
Location :
Malvern, PA
Job Type :
Direct
Hours :
Full Time
Travel :
No
Relocation :
No
Job Description :
Our client is a growing financial institution based in the tri-state area. They are currently seeking an experienced Trust Officer to join their team in Malvern, PA..
The Relationship Manager is responsible for customer acquisition, expansion, retention, and service of trust relationships. This individual proactively manages accounts through understanding the customer’s goals and objectives. The Relationship Manager fosters relationships and supports his/her market area through active participation in civic and community events.
- Enhances customer relationships and improves Company profitability by providing direct trust services to higher net worth customers.
- Responsible for business development and sales efforts of new accounts and future fee income through individual efforts.
- Interviews prospective customers to gain information on financial needs.
- Manages customer relationships by maintaining contact with existing customers and appropriate advisors.
- Maintains an awareness of new business opportunities with customers and actively refers and assists customers with obtaining specialized services from other departments.
6. Serves as a member of the sales team; makes group sales calls where these types of calls will improve the opportunity for new business development.
- Achieves goals assigned as part of the assigned division’s annual operating plan.
8. Effectively utilizes the company’s Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office’s market area.
Required Qualifications :