Senior Trust and Business Development Officer

Oregon Pacific Bank•Portland, OR

3h•$92,980 - $133,813

About The Position

Establish and maintain trust accounts for financial institution clients. Responsible for the administration of accounts, business development, relationship and office management. Responsible to help create the location’s business development strategies, manage the business development team, drive initiatives to increase and retain trust clients and grow assets under administration. This role requires a strategic thinker with a strong understanding of trust and estate planning, as well as exceptional relationship-building skills.

Requirements

Bachelor’s degree in business administration, finance, law or equivalent work experience
10+ years proven experience in business development, sales, or marketing within the financial services or trust sector.
Strong knowledge of trust and estate planning principles
Self-motivated team player
Ability to successfully navigate changes in departmental systems and software
Ability to adapt to changes in policies and procedures
Willingness to assume additional responsibilities as requested
Competency in Word, Excel, Outlook and the ability to learn accounting systems and databases
Strong customer service skills
Ability to communicate professionally both orally and writing
Ability to maintain strict confidentiality on all sensitive issues
Organized and detail oriented
Strong analytical and problem-solving skills
Ability to handle stressful situations in a professional manner
Ability to understand tax, trust, agency and probate terms and documentations

Nice To Haves

advanced degree preferred

Responsibilities

Oversee a growing portfolio of AUM
Establish estates, trusts, agency accounts, conservatorships and probate estates on the trust accounting system.
Supervise the transfer of assets
Administer assigned accounts in accordance with terms specified in the governing documents.
Confer with all relevant parties regarding trust matters and determine necessary actions to ensure effective administration of those accounts.
Oversee process for distributing account assets.
Develop and implement business strategies to enhance the trust department’s presence in its service areas, expand its market share and grow its client base.
Establish and cultivate relationships with attorneys, CPAs, and other referral sources to identify new business opportunities.
Stay abreast of trends, competitor offerings, and potential areas for growth within the trust services sector.
Attend industry conferences, seminars, and networking events to promote trust services and establish connections with potential clients.
Prepare and deliver presentations to prospective clients, professional partners and client facing staff highlighting the benefits and unique offerings of the trust department.
Monitor and report on the performance of business development initiatives and adjust strategies as necessary to meet growth targets.
Be knowledgeable of bank compliance rules and adhere to Bank, Federal and State banking policies, procedures and regulations relating to this position
Other duties as assigned to meet client and departmental needs