- Unknown (Winchester, VA)
- Vice President, Trust Officer About the Company Prominent regional bank Industry Banking Type Privately Held About the Role The Company is in search of a VP ... Trust Officer with a passion for fiduciary excellence and...handle the diverse and sometimes chaotic nature of estate sales while ensuring that the needs of clients are… more
- Enterprise Bank & Trust (Houston, TX)
- **Enterprise Bank & Trust was founded in the...+ Understand what differentiates Enterprise Bank & Trust and develop a unique sales approach that ... occasional walking, and lifting up to 10 pounds. **_Equal Opportunity Statement:_** Enterprise Bank & Trust is committed to helping individuals with disabilities… more
- Columbia Bank (Portland, OR)
- …to create graphs, use complex Excel formulas, and make PowerPoint presentations for Trust sales opportunities and seminars + Ability to operate various software ... **About the Role:** A Trust Investment Analyst performs trade execution, portfolio maintenance,...failed trades + Initiate mutual fund trades, purchases, and sales for new accounts and to meet the cash… 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
- City National Bank (Nashville, TN)
- …within the Bank as well as private * bankers, team leaders on trust * and investment management sales related issues, processes and activities. * Develop ... *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY?...conferred. Develop investment strategy with the assistance of the Bank 's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries,… 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 ... contact with potential business sources. They provide exceptional service to existing trust clients. This role will act as the quarterback on relationships pertinent… more
- Commerce Bank (Kansas City, MO)
- …collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank . About This Job The main ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...of education and experience required + 5+ years related sales experience required For this position, Commerce Bank… more
- City National Bank (Los Angeles, CA)
- …for uni- trust accounts and reviews fee agreements between the bank , clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal ... * TRUST ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY?...document to interpret terms, responsibilities and duties of the Bank . Receive guidance in understanding provisions of the documents… more
- Bank of America (Naples, FL)
- …is the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment ... Private Bank Market Executive Naples, Florida **To proceed with...and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards… more
- US Bank (Boston, MA)
- …year of management experience **Preferred Skills/Experience** - Thorough knowledge of the Trust division, its products, processes, and related bank and ... At US Bank , we're on a journey to do our best....excel at-all from Day One. **Job Description** Leads a trust unit or units within the organization and acts to… more
- Enterprise Bank & Trust (Globe, AZ)
- **Enterprise Bank & Trust was founded in...Sales and marketing orientation with emphasis on cross-selling bank services. + Thorough knowledge of bank ... of a branch location as well as the front-end sales management. Supervises the activities of branch associates including...+ Notary License where applicable **_Equal Opportunity Statement:_** Enterprise Bank & Trust is committed to helping… more
- Fifth Third Bank, NA (Powder Springs, GA)
- …Are you ready to take the next step? Discover a career in banking at Fifth Third Bank . Bank Mart hours: Monday - Friday 10 am - 7 pm and Saturday 10 ... and education program that includes rotations in operations and Sales & Service. There will be a certification at...limited to lobby leadership (Financial Centers) or aisle time ( Bank Marts) and tele-consulting. This role is responsible for… more
- Fifth Third Bank, NA (Powder Springs, GA)
- …customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Selected candidates are intended to become...and education program that includes rotations in Operations and Sales & Service. There will be a certification at… more
- Enterprise Bank & Trust (San Juan Capistrano, 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 ... for overtime in accordance with applicable law. **_Equal Opportunity Statement:_** Enterprise Bank & Trust is committed to helping individuals with disabilities… more
- First Horizon Bank (Chattanooga, TN)
- …a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of ... + Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients. + Contacts… more
- Columbia Bank (Phoenix, AZ)
- …build relationships with high-net-worth clients. This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing ... and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client team.… more
- Regions Bank (Little Rock, AR)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, ... 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)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …+ Meet with clients to develop an investment and risk profile requisite for sales of non- bank products. + Provide investment advisory services through the use ... Financial/Wealth Advisor Canandaigua National Bank Location: Syracuse, NY market What does a...treatments. + Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be… more
- Regions Bank (Jackson, MS)
- …for the purposes of generating new business opportunities, and participating in sales presentations + Determines the financial viability and associated risks of ... relationships and maintains a focus on prudent revenue growth + Achieves assigned sales and retention goals + Understands client financial goals and objectives and… more
