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Portfolio Manager & Business Development Officer
Bank of Ann Arbor
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Experience and Skills

Your Knowledge and Experience

  • Bachelor's degree in Business or Finance preferred, or equivalent work experience.
  • 5 years' experience working within the financial industry.
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussion.
  • Demonstrated ability to grow your client investments
  • Working knowledge of Trust Operations functions, including a specific background in the trust industry processing of securities and trust accounting system protocol.
  • Advanced knowledge with MS Office (Excel, Word, Adobe, PowerPoint).
  • Able to analyze processes, make recommendations for efficiency improvements, and complete frequent problem-solving steps.
  • Prioritize responsibilities and work effectively with internal associates as well as occasional client contact.
  • Ability to work independently with minimal supervision and interact with associates, outside vendors, processing contacts, and occasional direct client contact
  • Ability to be in the office full-time
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About Bank of Ann Arbor
A Great Place to Work! At Bank of Ann Arbor, we help our clients succeed financially. We serve our clients with a purpose and a passion, and our talented team delivers uncompromised value with every interaction. We inspire fresh ideas, bold creativity, and outside-the-box ingenuity by asking, “How can we do banking differently?” We celebrate individual achievement and excellence with proud recognition and upward opportunity. We work together in a spirit of “together we can” teamwork, mutual respect, and a unified effort to reach common goals. We work hard but we are fortunate to do it in an atmosphere that’s upbeat and fun. We live our passionate community commitment to strengthen, educate, and elevate the prosperity of the communities we’re proud to call home. If you like to work with passion and purpose, collaborate, elevate, and celebrate, Bank of Ann Arbor is the place for you. We don’t call ourselves the World’s Best Bankers for nothing. We are the leaders and best at what we do. Bank of Ann Arbor is one of the nation’s best financial institutions, serving the South East Michigan area for over 25 years.
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