Institutional Wealth Business Development Officer

We're committed to bringing passion and customer focus to the business.

The VP Trust Business Development Officer maximizes profitable growth for the Wealth Management Division by producing annual, new-fee revenue for the Trust Department. Also, brings value to Trust Department clients, bank customers, and prospects by identifying estate planning issues and proposing knowledgeable solutions to them and analyzing clients' portfolios by explaining how the Trust Department investment process benefit their portfolios.

Essential Duties and Responsibilities

• Produces annual, new fees in excess of two times base salary.
• Develops and maintains sufficient contact with bankers, CPAs, and attorneys to achieve production goals.
• Meets with prospects, including new and existing clients, to generate current and future fee production.
• Ensures appropriate handoff of new business and appropriate follow up for effective retention.
• Works with other associates in business development and retention.
• Be involved in, attend and support community, civil, and charitable events/organizations that provide opportunities to enhance the Trust Department's presence and visibility.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write simple-to-business correspondence and routine reports.
• Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
• Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.

Education and/or Experience

• BS/BA Degree (4 year) from an accredited university/college or
• Four to six years of experience as a Trust Business Development Officer
• Knowledge of estate planning techniques and portfolio management preferred

Computer Skills

• MS Word and Outlook

Certificates, Licenses, Registrations

• Designations of CTFA, CFP, and CPA and bar admission preferred

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.