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Job #: 10706 - Investment and Trust BDO Below are the job details for this position. If you feel you are qualified and would like to apply for this position, simply scroll to the bottom where you have the ability to include a cover letter with your application. Press "Apply Now" when you are ready to submit your application. Just a friendly reminder: Our candidate resources area has a session time limit so if you are composing a letter or have been away from the computer it is a good idea to "copy" your cover letter before submitting so your letter will not be lost. Your application goes DIRECTLY to the recruiter in our network handling this position. If the recruiter feels you could be a potential candidate, he/she will contact you or the recruiter you are working with (if applicable).
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10706
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| Inactive / Filled |
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Investment and Trust BDO
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CA-Other
West Coast/Northwest (CA, OR, WA, AK & HI)
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| WealthMgmt~Asset/Invest. Mgmt. (WMA); WealthMgmt~Personal Trust (WMPR); WealthMgmt~Private Bnkg. (WMPB) |
| Banking; Financial Services |
| Low: $75,000 |
High: $100,000 |
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| Low: $100,000 |
High: $160,000 |
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| percentage of fees generated |
| good |
| No Required Travel |
| No |
| Full Time / Direct Hire |
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| Small private bank is growing, help build from the ground floor. Well capitalized, strong parent company. MUST BE FROM LOCAL AREA MARKET |
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| 1. Solicits new business and individual account relationships and calls on existing customers. 2. Assists with customer’s needs in re: investment and trust services. 3. Spends over 50% time generating business in outside sales. 4. Presents information effectively and persuasively across communication settings. 5. Negotiates and communicates the Wealth Management Department’s position during discussions with prospects and customers. 6. Identifies competitors, develops competitive information sources. 7. Understands basic marketing strategies such as cost leadership, differentiation, and focus strategies. 8. Closes the sale by addressing customer concerns, demonstrating empathy, and consistently moving the customer towards commitment. 9. Generates leads through planning and persistence. 10. Demonstrates professionalism at all times. |
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| 5 years minimum experience in an Investment and Trust department Business Development. Proficient in MS Word, MS Excel, Internet and e-mail usage. Dependable, reliable and self-starter with multi-tasking skills Self-assured and confident in a variety of settings. |
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| Bachelors |
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| None |
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| None |
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| 3-4 |
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| 1-2 |
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