Business Development Officer
Core
Drive business growth for Premier Trust by establishing relationships with financial professionals and attorneys, managing the client onboarding process, and creating marketing materials.
Role type
Business Development Officer (Trust Services)
Builds
New trust accounts and business partnerships for Premier Trust
Domain
Financial Services / Trust Administration
Deliverable
client delivery
Required skills
relationship building, client onboarding management, marketing content creation, Salesforce data management, compliance verification (BSA/AML/OFAC), financial calculations
Preferred skills
Trust Administration experience, marketing database experience, creative writing and design
Technologies
Salesforce, Microsoft Word, Microsoft Excel
Responsibilities
Establish and maintain relationships with potential clients and referral sources; coordinate client onboarding and act as a point of escalation; create marketing materials and training content; maintain Salesforce data and generate business reports; ensure compliance with BSA/AML/OFAC policies.
Seniority
Mid-level, hands-on IC