Central Bank ยท 3 months ago
Business Development Officer
Central Trust Company provides world class fee-only wealth management solutions. The Business Development Officer (BDO) will work to expand relationships with bank partners and referral networks, aiming to convert prospective client leads into new client relationships.
FinanceFinancial Services
Responsibilities
Develop new client relationships for Central Trust Company (CTC)
Lead prospective client meetings at all phases of the wealth management cycle to discover needs and provide solutions to complex financial issues
Make presentations to boards, community groups, and other entities regarding the wealth management services offered by Central Trust Company
Develop relationships with and referrals from employees of The Central Trust Bank
Develop relationships with and referrals from external sources, such as accountants and attorneys
Record and track referrals received, as well as prepare and submit a variety of reports
Report to the Chief Revenue Officer regarding annual sales goals, along with activities and production related to sales goal
Qualification
Required
Self-motivated
Goal driven
Excellent communicator
Experienced presenter/public speaker
Company
Central Bank
Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states.
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-04-10Acquired
1998-07-01IPO
Recent News
Business Wire
2022-03-01
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