General Purpose
Alpine Bank Wealth Management is seeking a Trust Officer to manage and grow our trust and investment management business in Colorado.
Essential Duties/Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Alpine Bank Wealth Management is seeking a credentialed professional to manage and build a wealth management portfolio. Job duties include, but are not limited to:
- Manages a portfolio of existing trust and investment management accounts.
- Develops marketing and outreach plans in concert with retail bank operations including:
- Joint calling programs with bankers
- Calling on centers of influence (COIs) in local markets
- Education of internal and external referral sources about ABWM services
- Prospective client identification
- New business generation
- Attends departmental meetings and training sessions.
- Works with ABWM team to ensure client needs and services are met.
- Travel between Front Range and department headquarters when required.
- Regular and reliable on-site attendance is required as an essential function of this position.
- Performs other duties as assigned.
Supervisory Duties:
- Provide management of CSAs that are assigned to your portfolio of accounts.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability:
- Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.
- Knowledge of estate and trust administration concepts and basic fiduciary principles and duties strongly preferred.
- Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions.
- Networking and relationship-building skills, with demonstrated expertise and success in business development and sales processes and strategies.
- Strong attention to detail, problem solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under pressure of time constraints and translate business development challenges into opportunities.
- Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.
- Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.
Education or Formal Training:
- Bachelor's Degree is required.
- J.D., C.P.A., C.F.P. or C.T.F.A. strongly preferred.
- Experience with client interviewing, asset management, basic tax planning and financial strategy execution.
- Proven track record in developing new business and maintaining and deepening client relationships.
- Possession of, or ability to obtain, a valid State of Colorado Driver's License is required.
Experience:
- 1 or more years of experience providing trust, fiduciary, legal, tax advisory or related services at a trust company, bank, law firm, or investment management firm that serves the affluent market segment.
- An equivalent combination of education and experience may be substituted on a year to year basis.
Working Conditions
Working Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Travel to conferences, meetings and branch locations on a regular basis is necessary.
Physical Activities:
These are representative of those which must be met to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds.
Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
Starting Rate of Pay is between $35.00 and $45.00 per hour base salary depending on experience, plus benefits, incentive and commission structure.
Position anticipated to close August 30, 2024, or until filled.
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