- US Bank (Minneapolis, MN)
- …MN** **with approximately 1 week every 4-5 weeks required in-office.** The Trust Concierge Team provides high quality customer service by responding to telephone ... accuracy. This duty is performed for WM Banking and Trust departments. The department also audits Medallion Signature Guarantee...commitment to high quality customer service + Strong time management skills to maximize the number of clients that… more
- BMO Financial Group (Minneapolis, MN)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team.… more
- Comerica (Minneapolis, MN)
- …related activity and responding quickly to requests. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance...business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships,… more
- Wells Fargo (Minneapolis, MN)
- …to brokerage and trust accounts for Wealth and Investment Management clients. The Specialist will help support multi-channel branch office associates and ... this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within... as part of the Trade Settlement team within Wealth and Investment Management (WIM) Operations. This… more