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    Trust Sales - New York, United States - Amalgamated Bank of NY

    Amalgamated Bank of NY
    Amalgamated Bank of NY New York, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    The Trust Sales Officer will report directly to the Senior Vice President, Trust Revenue Officer and has accountability for Business Development for Investment Management and Institutional Custody. Sales Officers are responsible for driving new business with prospective customers with labor unions, not for profits and public funds. The Sales Officer will have existing relationships with investment consultants and other service providers that service these market segments. Sales Officers are responsible for meeting revenue and profitability targets by driving new revenue across a diverse product set designed to meet the needs of our target market clients.

    By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.

    Essential Job Functions:

    1. Actively promote and sell investment management and custody products and offerings while achieving monthly, quarterly, and annual sales and profitability targets.
    2. Drive growth of the bank's portfolio of investment products and custody.
    3. Maintain strong relationships with prospective customers and their consultants, auditors, etc.
    4. Collaborate with peers across the company to deepen relationships by cross selling investment management and custody to existing banking relationships and introducing banking services to prospective customers.
    5. Participate in various conventions, conferences, and seminars.
    6. Perform other duties as directed.
    7. Travel of 30% - 40%+ of the time.

    Knowledge, Skills and Experience Requirements:

    1. Bachelor's degree; MBA or other equivalent preferred.
    2. 8+ years of institutional investment management experience with a quantifiable track record of building relationships and selling institutional investment products to a broad set of stakeholders including fund managers, trustees, and consultants.
    3. Ability to work effectively with all levels of staff and management.
    4. Excellent verbal/written communication and interpersonal skills.
    5. Excellent presentation skills and selling techniques.
    6. Ability to manage multiple tasks and projects.
    7. Excellent working knowledge of PC applications, e-mail, and Internet.

    Our job titles may span more than one career level. The starting base salary for this role is between $100,000.00 – $130, The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.

    Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

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