Business Development Officer - Traverse City

Job Description

Job Description

What's This Job All About?

The Business Development officer will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of the company. This individual will promote Greenleaf Trust's visibility through participation in community events and organizations.

What You'll Be Doing

NEW BUSINESS DEVELOPMENT

• Source new business by building relationships with and calling on prospects, referral sources and centers of influence to facilitate new business in the areas of personal wealth management, endowment and foundation services, family office clients and retirement plans.
• Represent Greenleaf Trust at community and charitable functions, financial planning or estate planning functions and social events.
• Develop and maintain a network of attorneys, accountants, and other advisors to facilitate referrals.
• Provide continuous support to new clients throughout the account transfer process.
• Transfer relationship to Client Centric Team in a manner as to assure smooth transition for the client, maintaining availability to answer questions or provide information during the process and for a sufficient period afterwards to ensure a positive relationship.
• Actively participate in sales team meetings.
• Actively participate in event-driven marketing activities including planning, execution, and post event follow-up.
• Represent Greenleaf Trust in the community and through local Board of Director representation.

SUPPORT GREENLEAF TEAM MEMBERS

CONTINUING EDUCATION

COMMITTEES

All other duties as assigned

Security Responsibilities

What You Need for this Position :