Personal Lines Trust Market Manager
Bremer Bank - Minneapolis, MN

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Responsible for retaining, growing, and administering investment agency, revocable and irrevocable trust accounts. Analyze the client’s financial situation, goals, and investments. Recommend appropriate investment, financial and estate planning strategies to achieve client’s goals. Administer client relationships in accordance with legal instruments, policies and procedures. Actively participate in client calling program to retain existing business and develop new business. Supervise and coach personal trust officers and/or personal trust associates. Participate in company leadership and committee activities. Participate in community organizations and activities.

Qualifications:

Combination of education and experience which enables the incumbent to be successful in the job generally acquired through the attainment of a four year degree and five to seven years related experience and/or training or equivalent combination of education and experience including at least three to five years of management experience with demonstrated success in mentoring and coaching staff to successful results. The ideal candidate will need to demonstrate ability to: interact constructively and effectively with all constituencies and work collaboratively toward common goals; accept and implement changes with processes, people and circumstances exhibiting a positive approach to each situation; read, analyze and interpret common scientific and technical journals, financial reports and legal documents; ability to evaluate the financial needs of current and potential customer in order to ascertain potential financial product needs of customers; analyze complex data and draw valid conclusions; identify potential issues and proactively handle complex issues involving several concrete variables applied in unique situations; interpret and carry out objectives furnished in written or oral form and demonstrate commitment to act within industry standards; utilize high levels of independent decision making towards the solution of complex issues; and communicate effectively with business clients and all levels of employees in order to build and maintain positive relationships.

Equal Employment Opportunity

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Bremer Financial Corporation is a privately held, $6.2B regional financial services company jointly owned by its employees and the Otto...