Trust and Estates/Attorney/In House/Clive, Iowa Counsel Jobs in Iowa - 133540 | Submit Resume | General Counsel Consulting
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Trust and Estates/Attorney/In House/Clive, Iowa
Refer job# TDSQ133540
 
Senior Trust Officer The candidate will be responsible for business development and administration of a book of business. Will serve as primary market leader for the Trust area. Participate in the development of new business from existing or prospective customers by advising clients, both individual and corporate, concerning the design and administration of corporate and individual trust accounts. Develop and maintain relationships with bank personnel to expand understanding of trust services and to stimulate referrals. Refer prospects to the bank or Wealth Management areas that may not meet the criteria of a Trust client. Maintain current understanding of laws and regulations as they relate to Probate, and Investment issues. Assist with providing leadership and support to a team of sales and service professionals in order to meet and exceed sales goals. Participate in civic and community affairs, functions, and organizations promoting a positive, involved community image for the bank and Perform other duties and responsibilities as assigned by management. Must have Bachelor Degree in relevant discipline with 5-7 years of trust experience with a successful track record of generating new business. Previous leadership and management experience is desired. Exceptional Interpersonal Skills are needed. Must have outstanding written and verbal communication skills. Thorough knowledge of tax, probate, fiduciary laws and practices is needed. CFTA, JD, CFA, CFP or other professional designation are must.
 
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