Description
and RequirementsRBFCU 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
Essential Functions & Responsibilities:
Business Development Results: Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks.
Client Acquisition: Identify and pursue new business opportunities, including high-net-worth individuals, families, and businesses in need of trust and estate services.
Relationship Management: Build and maintain strong relationships with clients, attorneys, accountants and other key stakeholders including CU team members.
Sales Goals: Achieve and exceed annual sales targets for new trust accounts, assets under management (AUM), and related services.
Product Knowledge: Maintain a deep understanding of trust and estate products and services offered by Members Trust Company.
Client Presentations: Deliver compelling presentations to prospective clients and partners.
Collaboration: Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction.
Compliance: Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront.
Reporting: 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.
Seminars/Webinars: attend and follow-up on potential leads.
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
Integrity: Demonstrates high ethical standards and integrity in all dealings
Client-Focused: Committed to providing exceptional service and building long-term client relationships
Team Player: Works collaboratively with colleagues and contributes to a positive team environment
Adaptable: Able to adapt to changing market conditions and client needs
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Trust and Estate Services Business Development Officer • San Antonio, ASC
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