DescriptionGeneral Purpose
Alpine Bank Wealth Management is seeking a Trust Officer to manage and grow
our trust and investment management business in Colorado.
Essential Duties/Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities
to perform the essential functions.
Alpine Bank Wealth Management is seeking a credentialed professional to manage
and build a wealth management portfolio. Job duties include, but are not
limited to:
Manages a portfolio of existing trust and investment management accounts.
Develops marketing and outreach plans in concert with retail bank operations
including:
Joint calling programs with bankers
Calling on centers of influence (COIs) in local markets
Education of internal and external referral sources about ABWM services
Prospective client identification
New business generation
Attends departmental meetings and training sessions.
Works with ABWM team to ensure client needs and services are met.
Travel between Front Range and department headquarters when required.
Regular and Reliable on-site attendance is required as an essential function
of this position.
Performs other duties as assigned.
Supervisory Duties:
Provide management of CSAs that are assigned to your portfolio of accounts.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability:
Demonstrated ability to deliver exceptional customer service and maintain
client relationships, both internally and externally.
Knowledge of estate and trust administration concepts and basic fiduciary
principles and duties strongly preferred.
Customer-centric mindset, with the ability to translate customer
issues/needs into profitable business solutions.
Networking and relationship-building skills, with demonstrated expertise and
success in business development and sales processes and strategies.
Strong attention to detail, problem solving and decision-making skills,
with demonstrated ability to quickly focus on key issues, make decisions
under pressure of time constraints and translate business development
challenges into opportunities.
Strong planning, organizational, time management and follow up skills,
demonstrating a strong sense of urgency and ability to execute quickly,
timely and efficiently.
Proficient PC experience using MS Office products (Word, Excel,
Outlook) and retrieval of data; working knowledge of automated financial
systems, with the ability to learn and adapt to new technologies quickly.
Education or Formal Training:
Bachelor's Degree is required.
J.D., C.P.A., C.F.P. or C.T.F.A. strongly preferred.
Experience with client interviewing, asset management, basic tax planning
and financial strategy execution.
Proven track record in developing new business and maintaining and deepening
client relationships.
Possession of, or ability to obtain, a valid State of Colorado Driver's
License is required.
Experience:
1 or more years of experience providing trust, fiduciary, legal, tax
advisory or related services at a trust company, bank, law firm, or
investment management firm that serves the affluent market segment.
An equivalent combination of education and experience may be substituted on a
year to year basis.
Working Conditions
Working Environment:
This job operates in a professional office environment. This role routinely
uses standard office equipment such as computers, phones, and
photocopiers. Travel to conferences, meetings and branch locations on a
regular basis is necessary.
Physical Activities:
These are representative of those which must be met to successfully perform
the essential functions of this job.
While performing the duties of this job, the employee is regularly required
to talk or hear. This is largely a sedentary role. Specific vision abilities
required by this job include close vision, distance vision, color
vision, and ability to adjust focus. Employee also ma have to lift up to 25
po
Note: This job description is not intended to be an exhaustive list of all
duties, responsibilities, or qualifications associated with the job.
Starting Rate of Pay is between $35.00 and $45.00 per hour base salary
depending on experience, plus benefits, incentive and commission structure.
For an overview of our employee benefits please visit: Alpine Bank Careers
Page
Position anticipated to close August 30, 2024, or until filled.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against
employees or applicants because they have inquired about, discussed, or
disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other
employees or applicants as a part of their essential job functions cannot
disclose the pay of other employees or applicants to individuals who do not
otherwise have access to compensation information, unless the disclosure is
(a) in response to a formal complaint or charge, (b) in furtherance
of an investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor's legal duty to furnish information. 41 CFR 60-1.35(c)Individuals must be able to perform these duties with or without reasonable
