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Trust Portfolio Manager

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New job

GPAC

2024-09-21 13:40:31

Job location Virgil, South Dakota, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Trust Relationship Manager

My financial services institution has a unique opening for a collaborative, communicative team player. This is a support role to both the administrators and the customer.

This is a Trust/wealth/estate portfolio management opportunity that allows you to bring your best customer service and team support skills in the IRA, Wealth, Estate planning, and, Trust space to the table.

Experience is required. If you are a viable candidate, you will know what the requirements of this role are, as you are already doing most of this role now. CTFA, CPA, Paralegal Trust Experience would be fabulous.

Compensation and info:


  • 100-year legacy department
  • This is a balanced bank: ag, commercial (more C&I)
  • Generous salary based on experience
  • Bank bonus pool
  • Family-values working environment
  • Little turnover, average tenure, 15 years
  • No micromanagement, but support and direction: collaborative role
  • Treat others like you want to be treated is how we operate
  • People are our main assets and you will be treated as such
  • Flat organization where all members of the team are respected
  • BCBS paid for employee, affordable for the family
  • 401 K immediately
  • Vacation grows with experience and service

Your confidentiality is assured.

Only qualified applicants will be considered and contacted.

Discreet professional career trajectory service

Keep working and looking good while I help you make the right, discreet connections-

Vanessa Wergin

I am a recruiter and I love what I do I am driven to CONNECTI focus on a

100% MATCH of company and talent call me CONFIDENTLY today to start your best step ever

(or to find that perfect new team member for hire)If you are a fantastic solid loan officer in the banking industry, (ag, commercial, C&I, or an MLO) and you want to be on the RADAR of someone who can help you make the right connections, in the right places, at the right time, please reach out to me today. If you are a CPA in a public firm and want a great recruiter with an ethical, respectable company to help you with your desired career trajectory, I am willing to chat with you.

Do not give up and quit your job so that you have time to look for your next opportunity! Call me today to get honest feedback on what I can and cannot help you with. My company pays me to make connections with people with certain skill sets. You only have to be willing to take the step, in confidentiality, to connect with me. I place people like you every week in Kansas, South Dakota, and more.

THE SMALL PRINT: For more information confidentially call THE EXECUTIVE BANKING PLACEMENT EXPERT for Kansas, and the expanded Midwest, VANESSA WERGIN at direct line: TODAY

I place bankers in the following roles: Trust, Crop Insurance, Merchant, credit cards, debit cards, national products, cards, risk, risk officer, risk manager, credit risk, cards, collections, unsecured cards ,Loan Officer, Commercial Credit , CRE, C&I, Commercial & Industrial loans, BDO, Business Development Officer, Portfolio Manager, Relationship Manager, CLO, Commercial Loan Officer, Ag Loan Officer , Market President , Credit analysis, Credit analist, Underwriiting, Loan Officer , Senior Loan Officer, Business Banker, Loans Lender , bankers , mlo , Commercial Real Estate, Calling Officer , Chief Risk Officer , Chief Loan Officer , Chief Credit Officer , CLO, CFO , Controller , Senior Accountant , CCO, CEO , CIO, chief , finance, Trust Officer, Trust , Wealth Officer, Trust Administrator , Trust , Financial advisor banking, bank, credit union, CU, President , Chief experience Officer, Chief Wealth Officer, Chief Operations Officer , bank cards, debit cards, merchant services, crop insurance sales. Recent experience required. I am a headhunter, not a miracle worker. I know Who is though.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Inform a friend!

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