- Bank of America (Tampa, FL)
- …with the Multi- Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions ... Sr. Credit Products Officer - Business Banking Westerville, Ohio;New York, New York;...and negotiating the most complex credit solutions in the multi- practice and large relationship segment of … more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice , you will be responsible for ... Estate Administrators and Professionals. The Global Trusts & Estates Practice is an integral part of the services we...decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate… more
- M&T Bank (North Palm Beach, FL)
- …+ Serve as the primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust matters and ... judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth...+ Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor… more
- Huntington National Bank (Winter Park, FL)
- …filing and answering telephones for a sales function for one or more account officers. + Responsible for the day-to-day activities and interaction between the client ... of the establishment, documentation, and maintenance and servicing of the relationship . + Fosters and develops internal and external relationships including advising… more
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