- Banco Popular Puerto Rico (New York, NY)
- …Jan 20, 2025 Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site Sr Commercial Relationship Officer Commercial Real Estate I We are ... Assure timely loan closing and funding activities. + Build effective relationships and trust with clients and potential clients by listening to and uncovering their… more
- UMB Bank (Denver, CO)
- …might create a change in their financial service needs. As the Business Banking Relationship Officer , you will be selling bank products and services to companies ... of UMB's leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Integration Innovation, Inc. (i3) (Huntsville, AL)
- Overview i3 is seeking a Sr . Information System Security Officer (ISSO) to d esign, implement, and maintain secure cyber systems to protect an organization's ... and is 100% onsite. Responsibilities + Serve as an Information Systems Security Officer (ISSO), ensuring systems meet acceptable risk levels and comply with RMF… more
- CIBC (IL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... (https://www.cibc.com/en/about-cibc.html) Description and Responsibilities The Equipment Finance Business Development Officer works in a dynamic environment alongside Operations, Asset… more
- First Horizon Bank (Houston, TX)
- …are being met. **Key Responsibilities Include** + Review opportunities with FHN Relationship Managers to initially assess credit quality, determine program fit and ... eligibility. + Accompany Relationship Mangers on physical or phone calls with SBA...offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- Citizens (Wilmington, DE)
- Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and ... trust to ensure best practices are met. Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW… more
- NBT Bank (Lakeville, CT)
- … trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... financial experience + 8 years relevant administrative experience in a trust department, charitable or other financial services, organization, insurance company, or… more
- US Bank (Fargo, ND)
- …skills in working with all parties of interest including beneficiaries, relationship managers, attorneys, accountants and advisors. Trust Officers must ... servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and… more
- M&T Bank (Boston, MA)
- …discretion. + Serve as the primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Edward Jones (St. Louis, MO)
- …agreements, wills, and powers of attorney), all contracts relating to the account relationship , Edward Jones Trust Company guidelines, and federal and state ... **Team Overview:** Do you have a strong background in trust and estate management? Do you have a desire...Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services.… more
- US Bank (Lisle, IL)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, but is not… more
- CIBC (GA)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Asset-based Lending Senior Business Development Officer 's (ABL SR BDO) ... real estate. The ABL SR BDO will continue our efforts as a relationship -focused team to deliver new clients to CIBC through calling on third party financial… more
- Capital One (Chicago, IL)
- Senior Manager, Community Finance - Capital Officer External Affairs works with many external and internal stakeholders to envision and create a world of greater ... income housing credits through proprietary and multi equity funds. The Capital Officer team is primarily responsible for managing relationships with developers and… more
- Citigroup (Miami, FL)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... A Service Officer provides service support to the Citi Private...Private Banker in delivering consistently high quality banking, credit, trust , fiduciary, capital markets and investment services to target… more
- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more
- UMB Bank (Fort Worth, TX)
- …existing commercial loan relationships. They collaborate closely with the Commercial Relationship Manager/Sales Officer to better understand the client needs, ... and prospective clients either through joint sales calls with Relationship Managers or direct correspondence with clients to ensure...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely ... level. * Coordinate/communicate specialty wealth asset activities as appropriate with assigned Trust Officers and other relationship managers. * Participate in… more
- University of Iowa Community Credit Union (Clive, IA)
- …in Microsoft Office, Excel, and other PC based software applications. Reporting Relationship Reports to the Senior Vice President/Wealth Management. Supervisory ... of disability.#ID #LI Refer a friend to this job (https://careers-greenstate.icims.com/jobs/3773/vice-president- trust - officer /job?mode=apply&apply=yes&in\_iframe=1&hashed=-336175149) Connect With Us! Not Quite What… more
- First Horizon Bank (Atlanta, GA)
- …**Location:** On site at location listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management ... to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner for … more
- CIBC (Chicago, IL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Specialist, Events Management is responsible for providing consultation… more