Under the general supervision of the Head of the Division (SVP, Trust), this position performs a variety of duties relative to the business development of the Greenfield Savings Bank Wealth Advisory business in the assigned region. Markets investment, trust and other fiduciary services to prospective individual, business and not-for-profit clients. Develops relationships with sources of new business referrals, including bank personnel, attorneys, accountants and other professional advisors. This position does not independently function as a policy maker within the Bank.
The selected individual will perform a variety of duties relative to developing new business and promoting the investment and fiduciary services of the business within the context of the Bank’s overall business development plan.