Responsible for providing customer service and account administration in addition to the sales and distribution of investment and fiduciary services. This position involves profiling customers, identifying customer’s financial needs and managing those relationships and developing new relationships.
Participate in the development of new business from existing or prospective customers by advising clients, both individual and corporate, concerning the design and administration of individual investment and trust accounts.
Responsible for Trust new business development. Measured against annual sales goals.
Develop and maintain relationships with bank personnel to expand understanding of trust services and to stimulate referrals.
Account administration, maintain and manage client portfolios in compliance with prudent Fiduciary Standards and as directed by the client relationship and account document.
Refer prospects to the bank or brokerage area that do not meet the criteria for a Trust client. Measured against annually negotiated referral goals.
Maintain a current understanding of regulations as they relate to Fiduciary issues and Trust investments.
Proven business development success
5 years Trust/Legal/Wealth Management Experience
Bachelor’s degree or equivalent
In-depth knowledge of fiduciary services
Strong personal trust and relationship management skills
About Lincoln Savings Bank
Lincoln Savings Bank has history. You can see it in our Abe Lincoln face, and you can feel it in the expert service you receive from people who truly understand what it means to be a community banker. And like Abe, we’re forward-thinking, innovative, and passionate about what we do. We work hard day in and day out, and we care more about others than we do ourselves, and that’s what makes us great. At Lincoln Savings Bank, we’re not just good – we’re better. Better solution-seekers, relationship builders – and yes, community bankers.
LSB is committed to helping our employees grow and providing them with solid professional opportunities and training to reach lofty career goals while offering support, coaching, and mentoring. We know you will enjoy our outstanding benefits and work environment as an employee-owner.