Trust and Estate Services Business Development Officer
About The Position
Mechanics Bank is currently searching for a Trust and Estate Services Business Development Officer to join our team. This role will be working on-site. The Trust and Estate Services Business Development Officer is responsible for driving growth of the organization’s fiduciary and estate planning services by developing strategic relationships and generating new business opportunities. This role focuses on identifying, cultivating, and converting high-net-worth individuals, families, and professional advisor networks—including attorneys, CPAs, and financial advisors—into long-term clients of the trust and estate platform. The officer partners closely with internal Trust, Investment, and Private Banking teams to deliver comprehensive, client-centered solutions that address complex estate, wealth transfer, and fiduciary needs. A strong understanding of estate planning structures, trust administration, and fiduciary responsibilities is essential, along with the ability to position the organization as a trusted advisor in the market.
Requirements
- 5 years minimum business development, sales, or relationship management within the trust and estate services industry required.
- Sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development.
- Strong understanding of trust and estate planning principles and products.
- Excellent communication, negotiation, and presentation skills.
- Proven ability to build and maintain relationships with high-net-worth clients and professional advisors.
- Strategic thinker with the ability to develop and execute business development plans.
- Self-motivated, positive attitude, with a results-driven approach.
- Proficiency in CRM software and Microsoft Office Suite.
- Demonstrates high ethical standards and integrity in all dealings.
- Committed to providing exceptional service and building long-term client relationships.
- Works collaboratively with colleagues and contributes to a positive team environment.
Nice To Haves
- 4 Year Bachelor's Degree in Business, Finance, Law or related field preferred.
- Advanced degree or professional certification (e.g., CFP, CTFA, JD) is a plus.
Responsibilities
- Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks.
- Identifying opportunities for deposit gathering, investment management accounts and retirement accounts.
- Identify and pursue new business opportunities, including high-net-worth individuals, families, and businesses in need of trust and estate services.
- Build and maintain strong relationships with clients, attorneys, accountants and other key stakeholders.
- Achieve and exceed annual sales targets for new trust accounts, assets under management, and related banking services.
- Maintain a deep understanding of trust and estate products and services offered by the Bank.
- Deliver compelling presentations to prospective clients and partners.
- Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction.
- Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront.
- Provide regular reports on business development activities, pipeline status, and sales performance to senior management at the Bank while maintaining current opportunities in the CRM.
- Attend and follow-up on potential leads.
Benefits
- Medical, prescription, dental, and vision coverage for employees and their eligible family members
- Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
- Health Savings Account with employer contribution
- Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
- 401(k) and Roth 401(k) with company contribution
- 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
- Supplemental Health plans, Voluntary Legal and Identity Theft Services
- 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
- Free personal checking and savings account
- Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
