- City National Bank (New York, NY)
- … OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- JPMorgan Chase (Rochester, NY)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required… 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 ... who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... oversee the administration of the trust . You will assume the primary responsibility for the...the appropriate form of settlement to adequately protect the Bank , including the review of legal documents and accountings.… more
- City National Bank (New York, NY)
- …of other product and/or services (ie, cash management, foreign exchange, investment and trust , etc.). May interface with other Bank departments as necessary to ... *EXTERNAL LOAN OFFICER - MORTGAGE BANKING* WHAT IS THE OPPORTUNITY? The...May identify business opportunities and solicit referrals of other Bank products or services from existing clients, referral sources… more
- City National Bank (New York, NY)
- *BUSINESS DEVELOPMENT OFFICER - SBA* *Hybrid locations: Nashville, TN - Las Vegas, NV - Atlanta, GA - Park Ave, NY - Washington DC. * WHAT IS THE OPPORTUNITY? ... Performs business development activities in assigned sales territory. Supports City National Bank ("CNB") network of business units. Analyzes needs of prospects and… more
- NBT Bank (Albany, NY)
- Pay Range: $72,094.00 - $96,088.00 Responsible for administering trust accounts and meeting with customers to provide periodic account reviews. Constructs portfolios ... updated of the current investment climate while ensuring that customers and Trust Division Officers are kept will informed. Reviews accounts annually to warrant… more
- First Horizon Bank (New York, NY)
- …listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management sales activities, including the development ... with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company and its… more
- UMB Bank (Albany, NY)
- …banking and HSA needs. As a Senior Healthcare Services Business Development Officer , you will be responsible for lead generation, prospect identification and ... for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more… more
- CIBC (New York, NY)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing:** The Swap Dealer Compliance Officer is responsible for performing important advisory, training, surveillance… more