- City National Bank (Los Angeles, CA)
- …Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, ... broker/dealer and security sales and trading activities. IT audits including network, databases,...in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- City National Bank (Nashville, TN)
- … sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... cross sell to existing clients. * Establish and attend sales calls with clients and prospects. * Ensure that...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more
- Charles Schwab (Sacramento, CA)
- …work.** The Regional Trust Associate is a key member of our Banking & Trust Services (BTS) National Sales Team and is responsible for partnering with our ... knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a… more
- Wells Fargo (Winston Salem, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… 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 ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust...where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt… more
- Columbia Bank (TX)
- **About the Role:** A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with professionals ... potential business sources. They provide exceptional service to existing trust clients. This role will act as the quarterback...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (UT)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... Role:** In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability… more
- Regions Bank (Little Rock, AR)
- …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
- Regions Bank (Houston, TX)
- …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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a ... voting member of the Administrative Committee. + Exercises discretionary personal trust administrative authority as may be allowed by the Policies and… more
- Bank OZK (Atlanta, GA)
- …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
- Commerce Bank (Kansas City, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means...sources with active prospect pipeline to ensure that annual sales goal is met + Achieve annual sales… more
- First Horizon Bank (Chattanooga, TN)
- …people to identify and refer prospects which result in the establishment of personal trust , life insurance, financial planning, or other financial service ... a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of… more
- PNC (Troy, MI)
- …valued and have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in ... in STEM OPT for this position. **Job Description** + Manages all assigned trust owned real estate assets, which will include moderately complex beneficiary occupied… more
- Ankura (WY)
- …a team of excellence founded on innovation and growth. Practice Overview Ankura's Trust and Mass Torts team has extensive experience providing strategic advice to ... fiduciaries, courts, and stakeholders in high-volume claims environments. Role Overview The Trust and Mass Torts Senior Managing Director role is an executive level… more
- Enterprise Bank & Trust (St. Louis, MO)
- **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 ... team member to accomplish company objectives and lobby and personal goals. Work closely with the Treasury Management Representative...client relationships, to provide coaching for lobby associates on sales , and assist the manager in sales … more
- Enterprise Bank & Trust (Phoenix, AZ)
- **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 ... work autonomously to find qualified leads and transition to sales + Thorough knowledge of Bank policies, procedures, compliance...a positive attitude and works well with others + Personal transportation that is reliable to visit customer sites… more
- Enterprise Bank & Trust (Anaheim, 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 ... + Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker, this individual would be expected to work closely… more
- Enterprise Bank & Trust (Clayton, MO)
- **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 ... of a branch location as well as the front-end sales management. Supervises the activities of branch associates including...and Software Skills:** + Skilled in operation of a personal computer, including Microsoft Word and Excel. + Google… more
- Enterprise Bank & Trust (San Jose, CA)
- …of competitors and competitive products. + Understand what differentiates Enterprise Bank & Trust and develop a unique sales approach that differentiates you in ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...communication skills. + Excellent organizational skills. + Proficiency with personal computers and related software. + Work involves sitting,… more
