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Community Personal Trust Relationship Manager 4 - (Springfield, MO)

Develops, manages, and retains client relationships for Personal Trust area in Community Banking. Manages relationship with clients to ensure clients financial needs are met and exceeded. Provides expert financial advice and counsel to clients and prospective clients especially in the areas of personal trust, private banking, and investments. Presents alternative solutions for a variety of complex business situations. Calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients. Manages trust relationships, ensuring client objectives are met and are consistent with governing documents and fiduciary administration principles. Analyzes economic and industry market trends to identify potential business opportunities and high-risk situations. Actively networks in community to identify and capitalize on new business development opportunities.


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Posted in Springfield, MO, Sales
From American Listed - 1 month ago