Trust and Estate Services Business Development Officer

Randolph Brooks Federal Credit Union

211d

About The Position

RBFCU in partnership with Members Trust Company is seeking a dynamic and experienced Business Development Officer to join our Trust and Estate Services team. The successful candidate will be responsible for driving growth and expanding our trust and estate services book of business. This role requires a sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development. This position is for our ASC location, (main campus) located at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233.

Requirements

• Bachelors Degree, preferably in Business, Finance, Law or related field.
• Advanced degree or professional certification (e.g., CFP, CTFA, JD) is a plus.
• Minimum of five years experience in business development, sales, or relationship management within the trust and estate services industry.
• Must be able/willing to commute to the work location at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233.
• 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.
• Able to adapt to changing market conditions and client needs.

Responsibilities

• Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks.
• 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 including CU team members.
• Achieve and exceed annual sales targets for new trust accounts, assets under management (AUM), and related services.
• Maintain a deep understanding of trust and estate products and services offered by Members Trust Company.
• 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 RBFCU/MTC while maintaining current opportunities in the CRM.
• Attend seminars/webinars and follow-up on potential leads.

Benefits

• 401(k) with matching incentives — up to 10 percent
• Competitive pay
• Medical, vision and dental benefits available to employees and their families from the first day of employment
• Tuition reimbursement plans
• Life insurance
• Pharmacy discount programs
• Flexible Spending (FSA), Health Savings (HSA) and Dependent Care account options
• Paid time off
• Parental leave
• Company-paid benefits include: Long-term disability, Basic life insurance, Wellness program, Credit-monitoring service, Employee assistance program, Training and volunteer opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees