Scope of Job:
To develop and utilize knowledge and skills to effectively administer Trust relationships and promote growth of the BankWest Trust Department.
Primary Duties:
Effectively utilizes time to accomplish growth and profit objectives for the Trust Department.
Generate new fee income.
Develops and enhances customer financial relationships through a proactive financial check- up and CRM (top-tier) program focused on both prospective and existing customers. (Documented in Connections)
Proactively contact top tier customers to ensure the attainment of retention goals; make both joint and solo business development calls on potential customers to solicit their business.
Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections.
Oversee and perform administration of assigned Trust accounts per external regulatory and statutory guidelines and internal policies and procedures.
Secondary Duties:
Work as a team with departmental counterparts on planning and implementing assigned projects and products.
Participate on various committees and project teams as deemed appropriate by management.
Attend, actively participate in organization, job specific training offered, and Quality Service programs.
Adhere to all applicable Policies and Procedures of BankWest organization.
Community involvement is strongly encouraged.
Other duties as assigned.
Requirements
Education:
A Bachelor's Degree in a related field.
Applicable experience and/or related certifications may be considered in lieu of degree.
Attend and complete Wealth Management & Trust Schools, earn CTFA designation.
Experience:
2 years' experience in related field.
Knowledge and Special Skills:
Knowledge of the operation and function of Trust services.
Knowledge of BankWest products and services.
Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
Strong interpersonal skills to ensure effective communication with external and/or internal customers.
Knowledge of banking terminology and procedures.
Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.
BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.
MAJOR DUTIES: No. of positions - 4 Location- 1. Columbus, MS / 2. Liberty, NC Job Description: Creating and commissioning industrial controls systems, PLC software design, and HMI screens, for different industries and environments. Responsible for PLC...
...Personnel is currently partnering with a well-established (founded 1992) Las Vegas Construction Company that is in search of an Underground Utilities Project Manager to join their Management Team. This is a newly created position, as the Company is seeing tremendous growth...
...Hayes Locums is a physician recruitment agency and healthcare locums staffing firm focused on providing excellent service to our practitioners and clients. We have won multiple industry awards including Best Places to Work, and Diamond Award Winner for Best of Staffing...
Are you looking for a career in fashion that is fast paced with fun employees, customers, AND merchandise? FEBE Clothing is seeking someone who loves womens fashion, enjoys styling, and has a desire to work in a high-end retail environment. We want you to be a part of...
...Brief Description of Work: Under the direction of the Facilities Maintenance Manager, this position independently performs all modes of... ...Must be able and tolerate working in excess of 45 feet above the ground, training and safety equipment will be provided to operate...