- City National Bank (San Francisco, CA)
- … sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... cross sell to existing clients. * Establish and attend sales calls with clients and prospects. * Ensure that...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more
- City National Bank (Los Angeles, CA)
- … ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt...or equivalent * Minimum 3 years of experience in Personal Trust required * Minimum 3 years… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- 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
- Ankura (CA)
- …a team of excellence founded on innovation and growth. Practice Overview Ankura's Trust and Mass Torts team has extensive experience providing strategic advice to ... fiduciaries, courts, and stakeholders in high-volume claims environments. Role Overview The Trust and Mass Torts Senior Managing Director role is an executive level… more
- Fifth Third Bank, NA (Fresno, CA)
- …to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on ... FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding...and education program that includes rotations in Operations and Sales & Service. There will be a certification at… more
- Trustmark (Sacramento, CA)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but...**About the role** We are looking for a Regional Sales Director for the LA area. Increases new business… more
- Trustmark (Sacramento, CA)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark,… more
- Fifth Third Bank, NA (Fresno, CA)
- …Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program ... that includes rotations in operations and Sales & Service. There will be a certification at...necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker… more
- Cherry Bekaert (CA)
- …and follow up with internal and/or external communications as deemed appropriate. Personal and Professional Development + Earn confidence, trust and respect ... and Local Tax (https://www.cbh.com/services/tax/state-local-tax/#:~:text=Our%20State%20%26%20Local%20Tax%20service,local%20tax%20overpayment%20or%20underpayment.) team is looking for a ** Sales Tax Manager** with a background in Sales… more