VP Business Development Officer
Tampa, FL, USA | Leading Banking / Investment Banking Company
Industry:Banking / Investment Banking
Job Description:57 people have viewed this job
Responsible for developing, managing and maintaining Personal Trust account relationships and assisting in developing Employee Benefit and Corporate Trust Account relationships.
Essential Job Functions:
Responsible for developing Personal Trust account relationships and managing and maintaining such relationships, as requested.
Serves as liaison for the Bank marketing group, as requested.
Creates market-wide business development plan in conjunction with the Managing Director, SVP Business Development Manager and other trust officers in leadership roles.
Assists trust officers with the development of individual business development plans.
Meets with and educates Bank partners to position the value of Trust and Wealth Management capabilities.
Assists with the development of Employee Benefit and Corporate Trust account relationships.
Makes retention and business development calls on existing and potential new clients, cultivates referrals/leads, and collaborates with Trust and Wealth management employees and Bank partners to close the sale.
Handles matters involving discretionary actions in the Bank’s role as a fiduciary.
Works hours as needed to cultivate relationships with prospects and Centers of Influence.
Attends events as a representative of the Bank.
Ensures a high level of customer service is established and maintained.
Assures delivery of quality fiduciary services to all clients of Trust/Wealth Management in assigned market.
Provides management with insight on industry trends, best practices and product needs.
Assists in the preparation for the Trust/Wealth Management budget for marketing and business development for the assigned market.
Regularly exercises discretion and independent judgment in performance of essential functions.
Drives an automobile on company business.
Follows Bank policy, practice and procedures.
Knowledge, Skills & Abilities:
Knowledge of regulatory issues and legal issues involving the day-to-day management of the Bank’s fiduciary function necessary to its successful operation.
Knowledge of bank policies and procedures related to the Trust function of the Bank.
Ability to communicate effectively, both verbally and in writing.
Ability to demonstrate excellent customer service skills.
Ability to demonstrate proficient and effective computer skills, including Microsoft Office.
Ability to lead in a team-oriented environment.
Ability to organize work effectively and follow through on work activities and deliverables.
Ability to understand and interpret legal documents.
Ability to identify and develop new business.
Ability to establish, manage and maintain effective business relationships.
Ability to adapt well to change and to implement change.
Ability to prepare and administer a departmental budget.
Ability to drive an automobile safely and in accordance with all laws.
Equipment Used in Job Performance/Working Environment:
Computer and related equipment
Major Job Demands:
Bachelor degree in business, law, finance, or accounting, or commensurate work experience, required.
Minimum of two (2) years of work experience in high net worth sales, or related business development experience in a financial, legal or nonprofit industry, required.
Valid driver’s license and good driving record required.