• Job Description

  Req#: WEALT003792

  General Purpose

  Alpine Bank Wealth Management is seeking a seasoned trust officer or wealth management officer to manage and grow our trust and investment management business on the Front Range.

  Essential Duties/Responsibilities

  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  Alpine Bank Wealth Management is seeking an experienced professional to manage and build a wealth management portfolio on the Front Range. Job duties include, but are not limited to:

  • Regular and Reliable on-site attendance is required as an essential function of this position.
  • Manages a portfolio of existing trust and investment accounts.
  • Develops marketing and outreach plans in concert with the Front Range retail bank operations including:
  • Joint calling programs with bankers
  • Calling on centers of influence (COIs) in Denver, Boulder and adjoining markets
  • Education of internal and external referral sources about ABWM services
  • Prospective client identification
  • New business generation
  • Attends departmental meetings and training sessions.
  • Works with ABWM team to ensure client needs and services are met.
  • Travel between Front Range and department headquarters when required.
  • Performs other duties as assigned.

  Supervisory Duties:

  • Provide management of CSAs that are assigned to your portfolio of accounts.

  Employees are held accountable for all duties of this job.

  Job Qualifications

  Knowledge, Skills, and Ability:

  • Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.
  • Knowledge of basic fiduciary principles and duties
  • Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions.
  • Networking and relationship-building skills, with demonstrated expertise and success in business development and sales processes and strategies.
  • Strong problem solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under pressure of time constraints and translate business development challenges into opportunities.
  • Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.
  • Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.

  Education or Formal Training:

  • 2 or more years of experience providing trust, fiduciary, or related services at a trust company, bank, law firm, or investment management firm that serves the affluent market segment
  • Bachelor’s Degree is required; JD, CFP or CTFA with relevant experience strongly preferred
  • Experience with asset management, basic tax planning and financial strategy execution
  • Proven track record in developing new business and maintaining and deepening client relationships
  • Possession of, or ability to obtain, a valid State of Colorado Driver’s License is required.

  Experience:

  • 2 or more years of experience in Trust services, estate planning, investment management or in a position that serves the affluent market segment.
  • An equivalent combination of education and experience may be substituted on a year to year basis.

  Working Conditions

  Working Environment:

  This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Travel to conferences, meetings and branch locations on a regular basis is necessary.

  Physical Activities:

  These are representative of those which must be met to successfully perform the essential functions of this job.

  While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds.

  Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

  Starting Rate of Pay is between $32.00 and $42.00 per hour base salary depending on experience, with incentive and commission structure.

  For an overview of our employee benefits please visit: Alpine Bank Careers Page

  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

  The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

• About the company

  Check out our checking and savings options today. Enjoy cutting edge online mobile technology. We don't sacrifice the old-school focus on people.

Notice