HomeStreet Bank

Trust and Estate Services Business Development Officer

Palo Alto, California · Senior

Sponsorship not specified$20k-$30kDetected 30 days ago

CRMBusiness DevelopmentNegotiationCommunicationCollaborationPublic SpeakingMicrosoft Office

About the role

Mechanics Bank is currently searching for a Trust and Estate Services Business Development Officer to join our team.

Business Development Results: Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks.
Relationship Management: Build and maintain strong relationships with clients, attorneys, accountants and other key stakeholders.
Product Knowledge: Maintain a deep understanding of trust and estate products and services offered by the Bank.
Client Presentations: Deliver compelling presentations to prospective clients and partners.
Collaboration: Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction.
Seminars/Webinars: attend and follow-up on potential leads.
This role requires a sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development.
Proven ability to build and maintain relationships with high-net-worth clients and professional advisors.
Strategic thinker with the ability to develop and execute business development plans.
Client-Focused: Committed to providing exceptional service and building long-term client relationships.

5 years minimum business development, sales, or relationship management within the trust and estate services industry required.
Strong understanding of trust and estate planning principles and products.
Proficiency in CRM software and Microsoft Office Suite.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
The employee is occasionally required to stand

$130,000 - $180,000 annually
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Sales Goals: Achieve and exceed annual sales targets for new trust accounts, assets under management, and related banking services.

Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year

Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront.

This listing is sourced directly from HomeStreet Bank's careers page and normalized into a canonical job model.