Estate & Trust Advisor

Corefirstbank; Topeka (KS); Sur place; USD 60 000 - 80 000; Plein temps

Résumé du poste

CoreFirst Bank in Topeka, Kansas is looking for a Trust Officer responsible for developing customer relationships and contributing to the growth and profitability of the bank. The role requires proven sales experience and a degree, ideally with a JD or CPA credential.

Essential functions include managing investment agency accounts, developing new business through client interaction, and participating in community activities. A strong focus on customer service and teamwork is vital.

Qualifications

• Three to five years of trust or related sales, or financial or legal services experience required.
• Demonstrated ability to attract and retain trust and investment customers.

Responsabilités

• Administers personal trust, investment agency accounts, and probate accounts.
• Develops new business by personally calling on customers and centers of influence.
• Is active in the community and maintains relations with CPA firms and law firms.

Connaissances

Strong written, verbal, interpersonal and analytical skills

Proficiency in Microsoft Office

Time management skills

Understanding of basic investment and financial concepts

Formation

Bachelor’s or Master’s Degree

JD or CPA preferred

Outils

Microsoft Word

Microsoft Excel

Microsoft Outlook

Description du poste

CoreFirst Bank in Topeka, Kansas is looking for a Trust Officer responsible for developing customer relationships and contributing to the growth and profitability of the bank. The role requires proven sales experience and a degree, ideally with a JD or CPA credential.

Essential functions include managing investment agency accounts, developing new business through client interaction, and participating in community activities. A strong focus on customer service and teamwork is vital.