Wealth Management & Trust: New Business Growth Officer

Stock Yards Bank & Trust; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Stock Yards Bank & Trust in Cincinnati seeks a New Business Development Officer responsible for developing referral opportunities from bank partners and COIs, plus direct prospecting. You will be resourceful, organized and motivated to market our services and increase revenue.

The role emphasizes business development, networking, client service, and teamwork. You will conduct research, organize meetings, engage in financial planning, and maintain knowledge of wealth and trust services while

Qualifications

• Bachelor’s degree required.
• Minimum of five years’ experience required.
• Advanced degree or professional certification such as CFP, CFTA, CFA, CIMA strongly preferred.

Responsibilities

• Develop leads and prospective clients through research.
• Organize prospect meetings and identify appropriate partners to introduce at initial meeting.
• Engage in comprehensive financial planning and articulate the bank’s capabilities to prospective clients.
• Utilize CRM to update, maintain, and track prospect data.
• Expand existing client relationships and build professional networks to identify referral opportunities.

Skills

Analytical skills

Sales skills

Communication skills

Self-starter

Education

Bachelor's degree

Advanced degree or professional certification (CFP/CFA/CIMA)

Tools

CRM software

Job description

Stock Yards Bank & Trust in Cincinnati seeks a New Business Development Officer responsible for developing referral opportunities from bank partners and COIs, plus direct prospecting. You will be resourceful, organized and motivated to market our services and increase revenue.

The role emphasizes business development, networking, client service, and teamwork. You will conduct research, organize meetings, engage in financial planning, and maintain knowledge of wealth and trust services while