About this role
Trust and Estate Services Business Development Officer at Mechanicsbank. Location: Palo Alto, California, United States. Role: driving growth, building relationships, managing pipeline Requirements: 5+ years business development/sales or relationship management in trust and estate services; bachelor’s degree preferred; proficiency with CRM and Microsoft Office; strong trust/estate planning knowledge and presentation skills. Category: Sales Seniority: Senior Level Tools: CRM, Microsoft Office Suite Certifications: cfp, ctfa, jd Commitment: Full Time Workplace: Onsite Languages: English