- Enterprise Bank & Trust (Encinitas, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... communities.** **Together, there's no stopping you!** **Job Title:** Commercial Banking Sales Assistant **Job Description:** **Summary** Works as a team with other… more
- First International Bank and Trust (Williston, ND)
- Personal Banker Department: Retail Sales Location: Williston, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3222389&source=3222389-CJB-0) We are seeking a customer-focused Personal Banker to join our family-owned community bank. As… more
- First International Bank and Trust (Phoenix, AZ)
- Personal Banker Department: Retail Sales Location: Phoenix, AZ PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3235707&source=3235707-CJB-0) We are seeking a motivated and customer-focused Personal Banker to join our team. In this role,… more
- First International Bank and Trust (Staples, MN)
- Personal Banker -- Part Time Department: Retail Sales Location: Staples, MN PT/FT/Temporary : Part Time START YOUR APPLICATION ... a desire to learn and grow in the banking industry. We have a part-time Personal Banker position with flexible hours. There is opportunity to work between 30 and 35… more
- First International Bank and Trust (Watford City, ND)
- Personal Banker Department: Retail Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... is preferred. + Consumer Lending experience is preferred. First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of… more
- City National Bank (Montecito, CA)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt...coverage *Must-Have** * Minimum 4 years of experience in Personal Trust required * Minimum 4 years… more
- City National Bank (Wilmington, DE)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt...or equivalent * Minimum 4 years of experience in Personal Trust required * Minimum 4 years… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …distributions from accounts if˜Frequent interaction with various operations teams within the Bank + Sales if˜Partner with the Trust Officer on client sales ... career in banking at Fifth Third Bank. GENERAL FUNCTION: + Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing their client… more
- Regions Bank (Mobile, AL)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- Amazon (Seattle, WA)
- …is the world market leader for cloud infrastructure, services and technologies. Our Trust and Safety (T&S) Team focuses on scenarios where AWS hosted resources ... use of AWS services while simultaneously working to build trust with AWS's customers, partners, and other stakeholders. T&S...remains the most customer centric company on Earth! AWS Sales , Marketing, and Global Services (SMGS) is responsible for… more
- Bank OZK (Fort Lauderdale, FL)
- …Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and ... corporate trust account new business. Essential Job Functions + Develops...& Abilities + Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts. +… more
- NBT Bank (West Hartford, CT)
- …Will and Testament. Executes proper estate valuations on all assets and includes personal and real property sales or transfers, cost basis adjustments, income ... as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills...interpret complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong… more
- Citigroup (Fountain Valley, CA)
- …the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must ... acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in client...resolve inquiries from both internal and external Agency & Trust clients in connection with transactions, + Adhere to… more
- Fifth Third Bank, NA (Louisville, KY)
- …designee (CTFA or similar) + 10 years of demonstrated fiduciary client service/ sales + Advanced knowledge of trust administration, estate planning strategies, ... at Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in...+ Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating… more
- UMB Bank (Kansas City, MO)
- As the ** Trust Advisor I** , you will be building long-term client relationships through quality customer service, including anticipating client needs, clear ... for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other… more
- University of Iowa Community Credit Union (Clive, IA)
- …with the terms of the controlling document, applicable laws and GreenState Trust Services' policies and procedures by performing the following duties. GREENSTATE ... work environment. + Presents a professional image from a personal and professional level that will be beneficial to...Credit Union and GreenState Wealth Management. + Manages a Trust Services portfolio in assigned market(s), which may include… more
- PNC (Pittsburgh, PA)
- …an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Asset Management organization, you will be ... position may not be available in all geographic locations. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact for all administrative… more
- Canandaigua National Bank & Trust (Liverpool, NY)
- …deliver a solution to a customer situation, a demonstrated ability to achieve personal sales /acquisition goals, and the ability to motivate, coach and mentor ... Community Office Manager Canandaigua National Bank & Trust Location: Syracuse Market What does a Community Office Manager do? The Community Office Manager is… more
- Vantage Specialty Chemicals (IL)
- …in spearheading the progression of high-quality, technology-driven opportunities through the sales funnel to successful closure. Their primary responsibility lies in ... Biochemistry, Chemical Engineering, or related fields, coupled with exceptional sales acumen. This individual will actively participate in lead-generation… more