The GoldStar Trust Company (GTC) Business Development I plans and implements financial institution sales and marketing programs targeted toward the business community.
Essential duties and responsibilities include utilizing company products and servicesfor the designated target population and geography to meet monthly goals and sales activity, generating a robust business pipeline and managing it to ensure effectiveness, analyzing the industry landscape for industry-specific insights and opportunities with the ability to turn those insights actionable, facilitating training opportunities for internal and external partners to ensure knowledge and understanding of GoldStar solutions, researching and compiling competitors' product offerings to identify and articulate competitive advantages, maintaining updated product knowledge and the effect of industry trends independently and through attendance at educational events, demonstrating proficient knowledge of GoldStar's solutions and effectively educating customers on the features, benefits, and value propositions related to each product, managing relationships of assigned business providers, including educating providers on GTC policies and procedures, servicing existing businesses, and monitoring future growth opportunities to expand the relationship, creating and delivering tailored sales presentations, pricing, and cost analysis based on prospects business strategy and position within the industry, developing a strong relationship with existing customers and centers of influence to retain and develop new business through various channels, communicating professionally and accurately to customer service inquiries and concerns in a timely manner, supporting in the development and maintenance of proper procedures, policies, and systems to assure compliance and customer satisfaction with retirement products, completing required BSA/AML training and other compliance training as assigned, and the ability to work in a constant state of alertness and in a safe manner.
Qualifications include broad knowledge of fields such as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 19 to 23 months related experience and/or training, or equivalent combination of education and experience. Effective communication skills, mathematical skills, critical thinking skills, and basic software skills are also required.
Working conditions are normal office settings with controlled temperature and low noise levels. Physical activities include periods of concentration for varied time cycles as prescribed by the tasks, frequent use of hands to finger, handle, or feel, talk or hear; occasional standing, walking, sitting, reaching with hands and arms, stooping, kneeling, crouching, or crawling; occasionally lifting and/or moving up to 10 pounds; and specific vision abilities required by this job include close vision.
Additional information includes extensive knowledge of the practices and regulations that govern the retirement industry and the implications of federal, state, and local regulations affecting employer-sponsored retirement plans and self-directed IRAs, extensive knowledge of industry issues and competitive products/services, ability to work and influence other groups and departments to ensure a smooth rollout, onboarding, and management of accounts, ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions, solid knowledge of overall retirement & custodial services and operations, and results oriented with demonstrated ability to achieve organizational and business goals and objectives.
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