- Banc of California (Paramount, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Senior Customer Relationship Officers are primarily responsible for coaching and ... accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment… more
- Michigan State University (East Lansing, MI)
- Working/Functional Title Sr Dir, Donor Relations and Stewardship Position Summary BASIC FUNCTION AND RESPONSIBILITY University Advancement seeks an experienced and ... creative leader for the position of Senior Director of Donor Relations and Stewardship. As an...fundraising growth; creating and maintaining a positive and professional relationship between the university and its donors, alumni, and… more
- CIBC (MI)
- 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
- Wells Fargo (Las Vegas, NV)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... 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
- Wells Fargo (Charlotte, NC)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer Working at Wells Fargo | Jobs and Careers ... 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
- Wells Fargo (Dallas, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer Working at Wells Fargo | Jobs and Careers ... 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
- 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
- Wells Fargo (Minneapolis, MN)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom… 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 (Vero Beach, FL)
- …fiduciary discretion. + Serve as primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… more
- M&T Bank (Washington, DC)
- …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
- US Bank (Sioux Falls, SD)
- …Management of US Bank and ultra-high net worth clients. May include Relationship Management responsibilities as well as product specialty knowledge and expertise ... 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
- City National Bank (Ontario, CA)
- *ACCOUNT OFFICER SENIOR * WHAT IS THE OPPORTUNITY?...needs. As the operational expert for the client, the Sr Account Officer is positioned to proactively ... execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as...in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… 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. ... North American operations. At our core, we are a relationship bank and strive to build trusting and enduring...and responsible for understanding potential risk + Enhanced Oversight Officer ("EOO") role on all transactions rated 5W and… more
- First Horizon Bank (Brentwood, TN)
- …site at location listed in job posting. **SUMMARY** The Commercial Treasury Management Sales Officer - Senior 's primary function is to perform all aspects of ... onboarding and exceptional client experience + Gather data and prepare reports for Sr . Management and Relationship Managers + Support onboarding and Treasury… 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
- LinkedIn (Mountain View, CA)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...and strategic communications leader to join us as the Senior Director of Corporate Communications. In this pivotal role,… more
- City National Bank (Phoenix, AZ)
- *RESIDENTIAL LENDING LOAN OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second ... private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities of line units… more
- City National Bank (New York, NY)
- *CREDIT OFFICER SENIOR , Entertainment* *Beverly Hills, CA., Los Angeles (DTLA), CA., NYC., NY. - Hybrid Schedule * WHAT IS THE OPPORTUNITY? Participates in the ... decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager, Team Manager, or Credit Manager's request to facilitate delivery… more
- Banc of California (Escondido, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Financial Services Officer is responsible for opening new accounts and ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to… more