Wealth & Trust Growth Advisor

BankWest; Pierre (SD); On-site; USD 50,000 - 70,000; Full time

Job summary

A regional financial services provider in South Dakota is seeking a candidate to manage Trust relationships and drive growth in the Trust Department. Candidates should have at least 2 years of experience in a relevant field, a Bachelor's Degree, and strong interpersonal skills. This role involves generating fee income, overseeing Trust accounts, and engaging with customers to meet their financial needs. Competitive salary and benefits are offered.

Qualifications

• 2 years' experience in a related field required.
• Knowledge of BankWest products and services is essential.
• Experience with CRM software is beneficial.

Responsibilities

• Administer Trust relationships to promote growth of the Trust Department.
• Generate new fee income through proactive customer engagement.
• Oversee assigned Trust accounts per regulatory guidelines.

Skills

Knowledge of Trust services

Ability to work under pressure

Strong interpersonal skills

Knowledge of banking terminology

Ability to use application software

Education

Bachelor's Degree in a related field

CTFA designation

Job description

A regional financial services provider in South Dakota is seeking a candidate to manage Trust relationships and drive growth in the Trust Department. Candidates should have at least 2 years of experience in a relevant field, a Bachelor's Degree, and strong interpersonal skills. This role involves generating fee income, overseeing Trust accounts, and engaging with customers to meet their financial needs. Competitive salary and benefits are offered.