- Comerica (Dallas, TX)
- …for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies across all ... Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and… more
- Thrivent Financial (Appleton, WI)
- …help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a ... high-volume portfolio of complex personal trust accounts, including revocable and irrevocable...and maintenance of relationships with centers of influence (Corporate Sales Team, FRs, attorneys, certified public accountants, etc.). +… more
- Principal Financial Group (Des Moines, IA)
- …you'll do: + Consultant / Advisor Development and Building Pipeline + Generating Trust and Custody Customer sales + Activity management and team collaboration ... experience. + Must have 2+ years of retirement and trust and custody sales experience with deep...time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank… more
- US Bank (Kansas City, MO)
- …fiduciary laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills ... on the bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… 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=3508412&source=3508412-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- First International Bank and Trust (Watford City, ND)
- Personal Banker Department: Retail Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3487731&source=3487731-CJB-0) First International Bank and Trust is a family-owned community bank and one of… 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
- Comerica (Palo Alto, CA)
- …Companies and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic alliance ... and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position...an accredited university + 8 years of experience in Trust Sales or Trust Administration… more
- KeyBank (Brooklyn, OH)
- …and solutions to attract, retain and grow clients. Actively assists Institutional Advisors sales team with trust and agency accounts, in accordance with ... relays information to clients through correspondence, telephone communications and conferences. ** Sales ** + Identifies and prioritizes trust and other… more
- UMB Bank (Rust, MI)
- …our clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because ... the company to have a diverse revenue stream. The Trust Advisor team is one part of the client...serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member… more
- City National Bank (New York, NY)
- … 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 (South Jordan, UT)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... Trust Market Manager Wealth Management South Jordan, Utah...existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates… more
- Regions Bank (Atlanta, GA)
- …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
- City National Bank (Irvine, CA)
- … administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is...administrative review of all potential new business. * Meet sales goals around sales expectation. * Work… more
- Columbia Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Columbia, we create a great place to work by ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Wells Fargo (Palm Beach, FL)
- …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
- 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
- Regions Bank (Hoover, AL)
- …Trust Administrator - Private Wealth is responsible for the administration of Personal Trust and Investment Management client relationships. This position is ... relationships and administers transactions on an assigned book of trust accounts + Develops internal and external business networks...+ Strong attention to detail + Strong presentation and sales skills _This position may be filled at a… more