- Raymond James Financial, Inc. (MA)
- …finance or related discipline and a minimum of ten (10) years of experience with personal trust accounts in a sales or business development capacity with ... **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond...illustrations, seminar outlines and other documentation used in the sales and marketing of trust services. +… more
- Citigroup (New York, NY)
- …Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized ... Finance, Structured Finance and Depositary Receipts markets. The Agency & Trust team, within Issuer Services, delivers specific transaction services in connection… more
- First International Bank and Trust (Rugby, ND)
- Personal Banker Department: Retail Sales Location: Rugby, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3413602&source=3413602-CJB-0) First International Bank and Trust is a family-owned community bank and one of… 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
- Hills Bank (Cedar Rapids, IA)
- …development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ... sales goals by achieving or exceeding a personal sales goal set by department management....Law degree (JD) required + Experience with direct client-facing personal banking, wealth management, trust or estate… more
- City National Bank (Las Vegas, NV)
- … 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
- KeyBank (Syracuse, NY)
- …commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- Wells Fargo (Frisco, TX)
- …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
- Regions Bank (Orlando, FL)
- …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
- Umpqua Bank (Walnut Creek, CA)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... Trust Market Manager Wealth Management Reno, Nevada Henderson,...existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates… more
- UMB Bank (Salt Lake City, UT)
- UMB's Specialty Corporate Trust team offers a variety of trust services to the structure finance world for aviation, rail and real estate. We work with customers ... based across the world to onboard their business and administer the trust transactions. Our team supports UMB by bringing in direct revenue to the bank in the way of… more
- Umpqua Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Reno, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… 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
- Wells Fargo (Winston Salem, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and… 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 ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… 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
- 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 ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- Principal Financial Group (Des Moines, IA)
- …for a strategic and results-driven CFO to lead the financial operations of our Bank & Trust companies and serve as a key advisor to the SVP of Income Solutions. This ... Compliance-to support growth and deliver strong financial outcomes. + **Bank & Trust Financial Leadership:** Leads financial strategy and operations for the Bank &… more
- Palo Alto Networks (Santa Clara, CA)
- …as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are ... security problems. As a Senior Product Manager for Zero Trust Identity, you will play a crucial role in...white papers, technical briefs, etc.) for both our internal sales teams and external customers. + Experience building extensive… more
- City National Bank (Wilmington, DE)
- *TEAM LEADER TRUST OFFICER NEW BUSINESS* WHAT IS THE OPPORTUNITY? Manage the day-to-day activities of the New Business TeamPartner with Business Development to ... resulting in issue free filesProvide a smooth file handoff with Trust AdministrationManage ongoing advisor relationships and maintain exemplary service levels Ensure… more