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Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability. Provides service to customers with regard to account information, questions, problems, education, or other requests. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Solicits new business from current relationships with market influencers, working closely with new business development staff. Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities. Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due. Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts.
Bachelor's degree, or equivalent work experience
Eight to ten years of experience in corporate trust and sales activities or related field
Considerable knowledge of account management, trust operations, and legal regulations
Excellent project management and problem-solving skills
Excellent interpersonal, verbal and written communications skills
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