- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust ** 1 Positions ID: 3306537 Posted On 05/29/2025 **Job Overview** **_Are you passionate about helping others secure their ... legacy?_** **_Do you thrive in a role that blends trust administration, relationship building, and business development?_**...& Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and… 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 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
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking,...interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both… 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
- Edward Jones (Tempe, AZ)
- …investment management and fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer is responsible for the administration of trusts, estates ... and investment management accounts. As an Estate Settlement Trust Officer , your responsibilities will include: +...of attorney and all contracts relating to the account relationship . + Onboarding and closing of accounts; including asset… 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 (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Trust Officer on the Special Needs Trust Services team as part ... 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 (Winston Salem, NC)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust ... 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 (Beverly Hills, CA)
- …services. **About this role:** Wells Fargo is seeking an Associate Philanthropic Trust Officer -- Assoicate Fiduciary Specialist Working at Wells Fargo ... 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
- 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
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- City National Bank (Wilmington, DE)
- *TEAM LEADER TRUST OFFICER NEW BUSINESS* WHAT IS...purposes * Ensure fee arrangement is appropriate for the relationship and approved by Head, RBC Trust ... resulting in issue free filesProvide a smooth file handoff with Trust AdministrationManage ongoing advisor relationships and maintain exemplary service levels Ensure… more
- Wells Fargo (Winston Salem, NC)
- …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
- 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
- M&T Bank (Wilmington, DE)
- …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
- Enterprise Bank & Trust (Creve Coeur, 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, Business Development Officer **Job Description:** **Summary:** Position is responsible for generating and… more
- First International Bank and Trust (Watford City, ND)
- Commercial Loan Officer Department: Commercial Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3213638&source=3213638-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- First International Bank and Trust (Grand Forks, ND)
- …a meaningful impact on our clients and communities. We are seeking an experienced, relationship -focused Commercial Loan Officer to join our team in Grand Forks. ... Commercial Loan Officer Department: Commercial Sales Location: Grand Forks, ND...market and its business environment. + Excellent communication and relationship -building skills. First International Bank and Trust … more
- Banc of California (Carlsbad, CA)
- …service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- US Bank (Milwaukee, WI)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... experience - Eight or more years of experience in Trust administration - Professional Designation is required and may...to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - Advanced knowledge of… more
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