- Dorsey & Whitney LLP (Minneapolis, MN)
- Trust Account Specialist ( Minneapolis , MN) (#3932) We are seeking aTrust Account Specialistto join our Finance department in our Minneapolis ... a primary contact for questions and inquiries related to trust account activities. Do you enjoy a...Dorsey is not currently accepting search firm submissions in connection with this opening. #LI-TC1 #LI-Hybrid Office Location: Minneapolis ,… more
- US Bank (St. Paul, MN)
- …adapting a digital first mindset. Strong client relationships are based on trust , assessing and attending to customers' banking needs, obtaining and processing ... customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each… more
- Grifols Shared Services North America, Inc (St. Paul, MN)
- …specific to each influencer in the decision process. + Demonstrate account -based selling skills (including group presentations, etc.). Build relationships in ... related area of practice. + Utilization of corporate resources including the Key Account Manager, Managed Markets, Marketing, MSL, etc. + Key Opinion Leader mapping… more
- Wells Fargo (Minneapolis, MN)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** (recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist ) to join the Trust ... Services team as part of Wealth and Investment Management. Trust advisors discuss the needs of HNW and UHNW...policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC… more
- M&T Bank (Minneapolis, MN)
- …1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Strong skills ... **Overview:** Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.… more
- M&T Bank (Minneapolis, MN)
- …on Finance, Business, Economics and Accounting Working towards CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus ... **Overview:** Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional… more
- M&T Bank (Minneapolis, MN)
- …2 years' supervisory and/or work leadership experience CCTS (Certified Corporate Trust Specialist ) certification Working knowledge of pertinent specialized ... and close GCM transactions in a timely manner. + Complete various account administration activities of moderate to significant intricacy, complexity and risk… more