- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust ** 1 Positions ID: 3306537 Posted On 05/29/2025 Refreshed On 07/30/2025 **Job Overview** **_Are you passionate about ... 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
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... along with the power to make a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is a… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, ... clients with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham … more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate...corporate fiduciary or a law firm + Solid Client Relationship Management experience + Comprehensive knowledge of trust… more
- Charles Schwab (Henderson, NV)
- …candidate for this role to work on site in the specified locations. The Trust Officer is responsible for developing and maintaining relationships with registered ... interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank...consultants, and various centers of influence in the account relationship . + Present discretionary memorandums for review and approval… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, 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 **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... 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
- Wells Fargo (Purchase, NY)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells ... 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
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… 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 (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Senior- Trust - Officer \_25023122) **Job Description:** At Bank of America,… 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 (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 (Wilmington, DE)
- …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
- Enterprise Bank & Trust (Las Vegas, NV)
- **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
- UMB Bank (Lenexa, KS)
- …might create a change in their financial service needs. As the Business Banking Relationship Officer , you will be selling bank products and services to companies ... of UMB's leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- US Bank (Minneapolis, MN)
- …servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and ... work experience + Eight or more years of experience in Trust administration **Preferred Skills/Experience:** + Professional Designation is highly preferred and… more
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