Trust and Estate Services Business Development Officer

What you will do:

• Business Development Results: Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks.

• Identifying opportunities for deposit gathering, investment management accounts and retirement accounts.

• Client Acquisition: Identify and pursue new business opportunities, including high-net-worth individuals, families, and businesses in need of trust and estate services.

• Relationship Management: Build and maintain strong relationships with clients, attorneys, accountants and other key stakeholders.

• Sales Goals: Achieve and exceed annual sales targets for new trust accounts, assets under management, and related banking services.

• Product Knowledge: Maintain a deep understanding of trust and estate products and services offered by the Bank.

• Client Presentations: Deliver compelling presentations to prospective clients and partners.

• Collaboration: Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction.

• Compliance: Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront.

• Reporting: Provide regular reports on business development activities, pipeline status, and sales performance to senior management at the Bank while maintaining current opportunities in the CRM.

• Seminars/Webinars: attend and follow-up on potential leads.

• Travel Required 20 - 30%.

Who you are:

• 4 Year Bachelor's Degree in Business, Finance, Law or related field preferred.

• 5 years minimum business development, sales, or relationship management within the trust and estate services industry required.

• Advanced degree or professional certification (e.g., CFP, CTFA, JD) is a plus.

• This role requires a sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development.

• Strong understanding of trust and estate planning principles and products.

• Excellent communication, negotiation, and presentation skills.

• Proven ability to build and maintain relationships with high-net-worth clients and professional advisors.

• Strategic thinker with the ability to develop and execute business development plans.

• Self-motivated, positive attitude, with a results-driven approach.

• Proficiency in CRM software and Microsoft Office Suite.

• Integrity: Demonstrates high ethical standards and integrity in all dealings.

• Client-Focused: Committed to providing exceptional service and building long-term client relationships.

• Team Player: Works collaboratively with colleagues and contributes to a positive team environment.

ADA Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.

• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.

• The employee must occasionally lift and/or move up to 10 pounds.

• Specific vision abilities required by this job include close vision.

• The noise level in the work environment is usually moderate.

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Pay Range: $130,000 - $180,000 annually

AIP Bonus up to 10%

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:

• Medical, prescription, dental, and vision coverage for employees and their eligible family members

• Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits

• Health Savings Account with employer contribution

• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit

• 401(k) and Roth 401(k) with company contribution

• 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program

• Supplemental Health plans, Voluntary Legal and Identity Theft Services

• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year

• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

• Please view Equal Employment Opportunity Posters provided by OFCCPhere.

• To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

  California Privacy Policy for Prospective Employees | Mechanics Bank

[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.