Trust and Business Development Specialist
Trust and Business Development Specialist
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Job Description
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an awardwinning culture Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank we will work together to help you achieve your career goals just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 fullservice bank branches in Ohio West Virginia Kentucky Virginia Washington D.C. and also have Specialty Finance offices in Minnesota Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023 donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
- American Banker Best Banks to Work For inand 2023
- Top Workplaces USA national award inand 2024
- Newsweeks Americas Best Banks 2023 and 2024
- Newsweeks Americas Greatest Workplaces for Women 2025
- U.S. News & World Reports Best Companies to Work For in Banking and in the Midwest
At Peoples Bank we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associates life. Thats why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match employee stock purchase plan various education assistance programs such as student loan and tuition paydown/reimbursement paid vacation and holidays and much more. For full details of our benefits offerings please visit: Purpose:
The Trust and Business Development role will develop the knowledge and skill needed to manage assigned client relationships develop new client relationships and deliver high quality fiduciary services to both. Through training and required certifications will build a thorough knowledge of governing documents and account agreements and maintain up to date knowledge of fiduciary laws and regulations estate planning techniques financial planning assets management prudent investment principals and retirement plan regulations. Providing extraordinary client service to existing relationships and develops prospecting skills to consistently achieve new business goals. Actively cultivates relationships with referral sources and external professionals to build the business. Participates in community and professional organizations representing Peoples Bank to demonstrate expertise and thought leadership.
Job Duties:
- Serve assigned client relationships proactively acting as an advocate for the client within Peoples Bank.
- For Retirement Plans assigned will conduct annual sponsor review employee education and enrollment meetings.
- Maintain established service standards for each client.
- Utilize available bank systems for client contact client/prospect meetings and administration of assigned client accounts.
- Understand and comply with internal policies processes and procedures with a focus on prudent risk management.
- Work collaboratively with internal partners and external professionals to develop new business opportunities. Utilizing resources such as Larkspur and Free ERISA to help generate opportunities for new business.
- New business implementation will be responsible for collecting all necessary information and ensuring new account paperwork is completed and executed in a timely manner.
- Build and maintain knowledge of fiduciary standards and practices and apply this knowledge and judgment to fiduciary relationships.
- Support other Trust and Investment Team members and internal partners.
- Demonstrate Peoples Bank Culture: Clients First Integrity Always Respect for All Commitment to Community Lead the Way and Excellence in Everything.
- Will perform special projects as assigned.
Education Experience and Job Skills:
- Bachelors Degree in Business or Finance.
- 13 years experience working in a fiduciary environment preferred.
- Willingness to obtain required certifications for position. Certifications will depend on area of focus in role. Examples of certifications Certified Retirement Plan Specialist (CRPS) Qualified 401(k) Administrator (QKA) Qualified 401(k) Consultant (QKC) and Certified Trust and Fiduciary Advisor (CTFA)
- Experience in Trust administration and New Business Development through assessing client needs identifying/recommending solutions and building/managing client relationships.
- Collaborates effectively to get things done building and nurturing strong relationships.
- Ability to learn and adapt to new information and technology platforms.
- Effective time management.
- Working knowledge of financial and fiduciary products and services and how they apply to particular client situations.
- Productive use of resources technology and other assistance to achieve extraordinary client experience.
- Business development experience through internal and external referrals prospect calls joint calls with bank partners community involvement etc.
Basis Qualifications:
- Bachelors Degree in Business or Finance.
- Willingness to obtain required certifications for position.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability contactto ask for an accommodation alternative application process or other inquires.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
