- Bank of America (Florham Park, NJ)
- …of 4 years of experience with a financial institution focusing on high net worth client service and sales + Trust administration experience desired + BS/BA ... responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a… more
- Citigroup (New York, NY)
- … Sales **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $170,000.00 - $300,000.00 ... Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized… more
- First Horizon Bank (New Orleans, LA)
- …Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company and its subsidiaries offer ... a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of… more
- US Bank (Tempe, AZ)
- … US Department of Homeland Security E-Verify program in all facilities located in the United States and certain US territories. The E-Verify program is an ... At US Bank, we're on a journey to do...possible counsel while adapting a digital first mindset. Strong client relationships are based on trust , assessing… more
- Bank of America (Atlanta, GA)
- …High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and ... Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank...along with the power to make a difference. Join us ! This job is responsible for managing a book… more
- Bank of America (Chicago, IL)
- …a work from home posture does not make you ineligible to post. **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and its ... Senior Trust Officer Chicago, Illinois **Job Description:** At Bank...opportunities to learn, grow, and make an impact. Join us ! **Job Description:** This job is responsible for managing… more
- Bank of America (New York, NY)
- …High School Diploma / GED / Secondary School or equivalent. **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and ... Senior Trust Officer New York, New York **Job Description:**...opportunities to learn, grow, and make an impact. Join us ! **Job Description:** This job is responsible for managing… more
- KeyBank (Syracuse, NY)
- …appropriate centralized support teams for administration or expertise in the delivery of client advice Sales + Works closely with the Relationship Management ... Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to...customer focus. - Ability to work as part of sales and client servicing team - Working… more
- Citigroup (New York, NY)
- …Product Management **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $129,840.00 - ... is a global business with offices located in the US , Mexico, Brazil, UK, Ireland, Germany, Dubai, Korea, Hong...team to execute delivery of service across Agency and Trust transactions. Support Sales in considering new… more
- Commerce Bank (St. Louis, MO)
- …the compensation range for some roles. This compensation range is for the Director, Private Client Sales job and contemplates a wide range of factors that are ... in our communities and the ones that work with us . Here, you'll find opportunities to grow and learn,...these strategies with key stakeholders + Serve as the sales culture ambassador for all client facing… more
- CIBC (Chicago, IL)
- …role, you will partner with front office teams and provide centralized day to day trust administration support. You will address client inquiries in a timely and ... group of high net worth accounts. + Partner with Relationship Managers and client service managers to provide trust administration services to an assigned… more
- M&T Bank (Wilmington, DE)
- …skills, and experience will inform their specific compensation. **Location:** Wilmington, Delaware, United States of America M&T Bank Corporation is an Equal ... **Overview:** Manages client relationships and daily administration of assigned Global...reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and… more
- Wells Fargo (Austin, TX)
- …concepts and principles, including trust accounting and elements of a trust . + Execute on client requests, including money movement, investment ... a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins...Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations, client service, and risk… more
- Wells Fargo (Long Beach, CA)
- …Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. ... customers at the center of everything we do. Help us build a better Wells Fargo. It all begins...including trust accounting and elements of a trust . + Execute on client requests, including… more
- US Tech Solutions (St. Louis, MO)
- …in Wealth with specialized concierge for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance ... + Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings. **Skills:** + Microsoft Excel,… more
- City National Bank (Las Vegas, NV)
- …management within the Bank as well as private * bankers, team leaders on trust * and investment management sales related issues, processes and activities. * ... *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY?...Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines… more
- M&T Bank (Baltimore, MD)
- …skills, and experience will inform their specific compensation. **Location:** Baltimore, Maryland, United States of America M&T Bank Corporation is an Equal ... **Overview:** Manages client relationships and daily administration of assigned Global...reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and… more
- First Horizon Bank (Knoxville, TN)
- … Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary ... regulatory and tax matters relating to the administration of trust accounts -Strong presentation and sales skills....the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company… more
- BMO Financial Group (West Palm Beach, FL)
- Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects ... may include delivery of training to audiences. + Performs sales & service support activities as required to meet...growth. + Develops rapport and instills confidence with the client to develop credibility and earn their trust… more
- Umpqua Bank (Walnut Creek, CA)
- …10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales / client service experience in trust administration,required ... Trust Market Manager Wealth Management Reno, Nevada Henderson,...Nevada South Jordan, Utah Walnut Creek, California **Description** **About Us :** At Umpqua, we create a great place to… more