- Columbia Bank (Los Angeles, CA)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... Role:** In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability… more
- City National Bank (San Francisco, CA)
- …within the Bank as well as private * bankers, team leaders on trust * and investment management sales related issues, processes and activities. * Develop ... *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY?...conferred. Develop investment strategy with the assistance of the Bank 's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries,… more
- City National Bank (Los Angeles, CA)
- …for uni- trust accounts and reviews fee agreements between the bank , clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal ... * TRUST ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY?...document to interpret terms, responsibilities and duties of the Bank . Receive guidance in understanding provisions of the documents… more
- Columbia Bank (Irvine, CA)
- …build relationships with high-net-worth clients. This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing ... and from internal partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client team.… more
- Enterprise Bank & Trust (San Juan Capistrano, CA)
- **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 ... for overtime in accordance with applicable law. **_Equal Opportunity Statement:_** Enterprise Bank & Trust is committed to helping individuals with disabilities… more
- Aristotle Capital Management (Newport Beach, CA)
- …research analysts and due diligence professionals at RIA firms and within Bank Trust departments. This individual will communicate with financial professionals ... You'll Do This individual will work in conjunction with senior client facing sales professionals to help facilitate all aspects of new client onboarding and current… more
- UMB Bank (Sacramento, CA)
- Under general direction, the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM revenue. This position is ... the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TM Sales Analyst performs...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Wells Fargo (Walnut Creek, CA)
- …It all begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships,… more
- Truist (San Francisco, CA)
- …4. Plan, organize, and schedule calling activities for COIs, current clients, prospects, bank partners to produce sales of CTES solutions. 5. Coordinate selling ... the following job description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, and/or… more
- Bank of America (Los Angeles, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: Support sales management in… more