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Stock Yards Bank & Trust · 1 week ago

Wealth Management & Trust - New Business Development Officer

Cincinnati, OH

Full-time

Onsite

Senior Level

5+ years exp

Stock Yards Bank & Trust is part of Stock Yards Bancorp, Inc., serving multiple markets in Kentucky and Indiana. The New Business Development Officer is responsible for developing referral opportunities and direct prospecting to enhance revenue through effective networking and client service.

Responsibilities

Conduct new client/prospect/COI research, generate leads and develop prospects

Organize prospect meetings and identify appropriate partners to introduce at initial meeting

Engage in comprehensive financial planning

Articulate full capabilities, services and value proposition of SYB Wealth Management & Trust to prospective clients and/or designated liaisons, (e.g., attorney, CPA, et cetera)

Maintain current in-depth knowledge of a full range of investment services and trust-oriented services

Utilize CRM system to update, maintain, and track prospect data

Build a valued personal and corporate profile in the community

Cultivate professional and personal networks to identify and develop prospective new referral relationships

Become a trusted advisor

Board involvement

Assess a prospect’s current financial situation and assist in identifying appropriate solutions to help prospective client attain their wealth objectives

Utilize financial planning tools

Organize post-meeting de-briefs and appropriate next steps

Attend client meetings, as needed, to assure the continuity of the relationship to ensure client confidence when referring or adding new business opportunities

Expand existing client relationships

Active engagement in department-specific and bank-wide initiatives in order to expand capabilities, create solutions to address unmet business needs, improve client experience, or develop more efficient processes

Ability and willingness to contribute to the advancement of team, office and department capabilities

Qualification

Business DevelopmentWealth ManagementFinancial PlanningCRM ProficiencyAnalytical SkillsCommunication SkillsInterpersonal SkillsPresentation SkillsOrganizational SkillsDecision-Making Skills

Required

BS/BA in business/finance or equivalent experience with High School/GED education

Minimum of five years' experience required

Proven track record of progressive wealth or investment management development experience and/or significant business development or management experience

Analytical and sales skills to relate individual client asset situations to specific capabilities, services and Stock Yards Bank value proposition

Excellent communication, interpersonal, and presentation skills and an ability to self-source

Ability to be a self-starter, with solid organizational skills and process

Proven decision-making and analytical skills