- Umpqua Bank (Salem, OR)
- Trust Officer Wealth Management Salem, Oregon Eugene, Oregon Salem, Oregon Salem, Oregon Eugene, Oregon Eugene, Oregon **Description** **About Us:** At Umpqua, ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some… more
- JPMorgan Chase (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... learn, grow, and make an impact. Join us! **Delaware Trust Officer II, (TO II), Wilmington, DE**...Listening + Collaboration + Critical Thinking + Prioritization + Relationship Building + Mentoring + Oral Communications + Organizational… more
- Charles Schwab (Wilmington, DE)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... be responsible for the professional administration of a book of assigned trust accounts, ensuring compliance with bank policies and procedures; as well as, legal and… more
- Wells Fargo (Las Vegas, NV)
- …trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor ... 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 (Long Beach, CA)
- …services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client ... 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 (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. ... beneficiaries with varying degrees of disability and/or incapacity + Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special… more
- BankFinancial (Downers Grove, IL)
- …Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust , Administration, Estates, Trust Officer From: BankFinancial ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Asset Management organization. You ... Remainder Trusts would be considered a plus, but not required. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact for all… more
- KeyBank (Syracuse, NY)
- …fiduciary judgement - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs. ... fiduciary responsibilities, ensuring retention of business and reputation - Advises Relationship Managers (RMs) and other partners on internal fiduciary issues … more
- KeyBank (Syracuse, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations,...administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking ... opportunities to grow and retain business. The Business Banking Officer will be assigned a group of branches within...start-up and SBA loans. + Coordinates loan closings with Relationship Managers. + Actively manages client portfolio as assigned… more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … 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 ... **Together, there's no stopping you!** **Job Title:** AVP, Loan Review Officer **Job Description:** **Essential Duties & Responsibilities** + Conducts independent… more
- KeyBank (Naples, FL)
- …(JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High-Net-Worth clients and their beneficiaries. ... Within the relationship management team, collaborates effectively and provides insights and...grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies… more
- Wells Fargo (Westlake Village, CA)
- …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
- HSBC (Miami, FL)
- …our people, our investors, our communities and the planet we all share. As our Relationship Officer you'll be the go-to officer for providing a high ... solutions to clients and prospects. Every day, you'll build trust with clients and team members by learning new...Bachelor's degree in business (or related field). As our Relationship Officer you will: + Assist with… more
- First International Bank and Trust (Sioux Falls, SD)
- Commercial Loan Officer Department: Commercial Sales Location: Sioux Falls, SD PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3284110&source=3284110-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- M&T Bank (Vero Beach, FL)
- …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
- M&T Bank (Baltimore, MD)
- …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
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