Trust Officer jobs in Rockford, IL

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Retirement Services Business Development Officer
  • First Mid Bank & Trust
  • Rockford, IL FULL_TIME
  • Position: Retirement Services Business Development Officer
    Location: Rockford, IL
    Job Id: 3533
    # of Openings: 1
    This position is open to anywhere within the First Mid footprint, a successful candidate will be within driving distance of a First Mid location. to view our banking locations.
    The Retirement Services Business Development Officer will play a critical role in driving the growth and expansion of our employer retirement plan service offerings. This position will be responsible for identifying new business opportunities, cultivating relationships with prospective clients, and promoting our suite of retirement solutions. This role requires a blend of strategic thinking, relationship building, and financial acumen.
    Responsibilities include, but are not limited to:
    • Responsible for business development of qualified and non-qualified retirement plans, including 401(k), 403(b), 457, profit sharing, deferred compensation, and cash balance plans established by employers.
    • Identify and research prospective clients within the target market segments, including individuals, businesses, and organizations seeking retirement planning services.
    • Initiate and maintain meaningful relationships with key decision-makers and stakeholders through proactive outreach efforts, including networking events, and cold outreach.
    • Understand the unique needs and objectives of prospective clients and provide tailored recommendations on retirement solutions that align with their financial goals and objectives.
    • Manage multiple facets of the sales process, including coordination of meetings, support materials, follow-up tasks, phone calls, proposals, presentations, closing business, etc.
    • Drive consistent and predictable profitability, and organic growth to support overall revenue goals.
    • Input accurate and timely information into client relationship management (CRM) system relative to client meetings and interactions, follow-up tasks, etc. to facilitate realistic corporate sales and revenue projections.
    • Stay abreast of retirement plan industry trends, ERISA knowledge, capital and global market news, investment products, TPA vendors, and record keeper partners to identify opportunities for innovation and differentiation within the retirement services landscape.
    • Develop relationships with internal and external centers of influence and other referral sources.
    • Conduct and document quarterly portfolio and plan investment reviews.
    • Recommend retirement plan fund offerings and changes, as needed.
    • Create, review, and update investment policy statements (IPS) for retirement plan clients on an annual basis.
    • Conduct yearly fee analysis for retirement plan clients and propose fee revisions when appropriate.
    • Obtain record keeper and/or TPA vendor proposals and serve as point person during retirement plan conversions for new and existing retirement plan clients.
    • Travel as needed.
    • Complete required training associated with job function.
    • Perform other related duties as assigned.
    Qualifications
    Education/Experience:
    • Bachelor's degree in Business Administration, Finance, Economics, or related experience. CFA designation is a plus.
    • A minimum of 5 years of experience working with qualified and non-qualified plans within the financial service industry.
    • Proven track record of success in sales or business development, preferably in the financial services industry with a focus on retirement planning.
    • Strong understanding of retirement products, investment vehicles, and financial planning principles.
    • Proficiency in CRM software, Microsoft Office Suite, and other sales productivity tools.
    Skills:
    • Demonstrated understanding of key benefit concepts related to 401(k), 403(b), 457, profit sharing, deferred compensation, and cash balance plans.
    • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients and internal stakeholders.
    • General understanding of ERISA laws governing qualified retirement plans and the retirement plan industry.
    • Familiarity with top vendors' product and service offerings, with the ability to analyze direct and indirect costs related to plan management.
    • Strong proficiency and experience with spreadsheets and client relationship management (CRM) systems.
    • Adept with investment research focused applications, such as Morningstar, Fi360, etc.
    • Well versed in all aspects of financial and investment markets with the ability to provide meaningful and updated analysis.
    • High analytical, interpersonal, written, and verbal communication skills, with a strong client service focus
    • Strategic thinker with a results-oriented mindset and a passion for driving business growth.
    • Demonstrated success working in a team environment.
    • High standard of professionalism
    • Must be autonomous, able to multitask, and meet or exceed project deadlines.
    First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
    THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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  • 10 Days Ago
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Customer Support Center Agent I (Bilingual)
  • First Mid Bank & Trust
  • Janesville, WI FULL_TIME
  • Position: Customer Support Center Agent I (Bilingual) Location: Janesville, WI Job Id: 3455 # of Openings: 2 The Customer Support Center Agent I Bilingual provides customer service over the telephone,...
  • Just Posted
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Assistant Branch Manager
  • First Mid Bank & Trust
  • Janesville, WI FULL_TIME
  • Position: Assistant Branch Manager Location: Janesville, WI Job Id: 3519 # of Openings: 1 At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by dev...
  • 18 Days Ago
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Customer Support Center Agent I Bilingual
  • First Mid Bank & Trust
  • Beloit, WI FULL_TIME
  • Position: Customer Support Center Agent I Bilingual Location: Beloit, WI Job Id: 3516 # of Openings: 1 The Customer Support Center Agent I Bilingual provides customer service over the telephone, in En...
  • 18 Days Ago
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Customer Support Center Agent I (Bilingual)
  • First Mid Bank & Trust
  • Rockford, IL FULL_TIME
  • Position: Customer Support Center Agent I (Bilingual) Location: Rockford, IL Job Id: 3465 # of Openings: 4 The Customer Support Center Agent I Bilingual provides customer service over the telephone, i...
  • 1 Month Ago
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Business Banking Admin
  • CBI Bank & Trust
  • Roscoe, IL FULL_TIME
  • GENERAL DESCRIPTION: Works closely with their assigned commercial lender(s) to support daily administrative duties and activities. Handles processing of business credit card requests/applications as n...
  • 29 Days Ago
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0 Trust Officer jobs found in Rockford, IL area

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Senior Distinguished Engineer
  • Capital One
  • Rockford, IL
  • Center 1 (19052), United States of America, McLean, Virginia Senior Distinguished Engineer Capital One is looking for a ...
  • 4/18/2024 12:00:00 AM
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Sr. Distinguished Engineer-- Card Technology
  • Capital One
  • Rockford, IL
  • Center 1 (19052), United States of America, McLean, Virginia Sr. Distinguished Engineer-- Card Technology Senior Disting...
  • 4/18/2024 12:00:00 AM
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Senior Distinguished Engineer IL
  • Capital One
  • Rockford, IL
  • Center 1 (19052), United States of America, McLean, VirginiaSenior Distinguished Engineer Capital One is looking for a m...
  • 4/18/2024 12:00:00 AM
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Part-time Retail Sales Associate
  • Office Depot
  • Rockford, IL
  • Job Description At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer servic...
  • 4/18/2024 12:00:00 AM
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Sr. Distinguished Engineer-- Card Technology IL
  • Capital One
  • Rockford, IL
  • Center 1 (19052), United States of America, McLean, VirginiaSr. Distinguished Engineer-- Card TechnologySenior Distingui...
  • 4/18/2024 12:00:00 AM
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Distinguished Engineer, Card Tech Data IL
  • Capital One
  • Rockford, IL
  • West Creek 2 (12072), United States of America, Richmond, VirginiaDistinguished Engineer, Card Tech DataDistinguished En...
  • 4/18/2024 12:00:00 AM
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Distinguished Engineer, Card Tech Data
  • Capital One
  • Rockford, IL
  • West Creek 2 (12072), United States of America, Richmond, Virginia Distinguished Engineer, Card Tech Data Distinguished ...
  • 4/15/2024 12:00:00 AM
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Sr. Distinguished Engineer (Sr. Director IC) - Business Cards & Payments
  • Capital One
  • Rockford, IL
  • Center 2 (19050), United States of America, McLean, Virginia Sr. Distinguished Engineer (Sr. Director IC) - Business Car...
  • 4/15/2024 12:00:00 AM
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About Rockford, Illinois

Rockford is a city in Winnebago County in the U.S. state of Illinois, in far northern Illinois. Located on the banks of the Rock River, Rockford is the county seat of Winnebago County (a small portion of the city is located in Ogle County). The largest city in Illinois outside of the Chicago metropolitan area, Rockford is the third-largest city in the state and the 171st most populous in the United States According to 2010 U.S. Census Data, the City of Rockford had a population of 152,871, with an outlying metropolitan area population of 348,360. The City of Rockford's population is 147,051...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$74,792 to $106,517
Rockford, Illinois area prices
were up 1.3% from a year ago
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