- Bank OZK (Charlotte, NC)
- …or economics, or commensurate work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required + CFA ... Job Purpose & Scope The VP, Trust Investment Officer constructs and manages...goals and objectives + Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic… more
- Bank of America (Charlotte, NC)
- …Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + Experience working with ... Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia;...of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal… more
- US Bank (Charlotte, NC)
- …Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust divisions **.** Monitors compliance with ... identify, evaluate and create plans to mitigate fiduciary risk within the Trust entities' products, services and strategic initiatives. + **Compliance and Regulatory… more
- First Horizon Bank (Charlotte, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... biggest purchases of their lives? Being a mortgage loan officer is a meaningful role for you to assist...options that are as lucrative as a mortgage loan officer . You'll have the opportunity to achieve extraordinary income… more
- Comerica (Raleigh, NC)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Private Banking OfficerThe Private Banking Officer role will be responsible for new business...goals conflict. Sell the bank's credit and non-credit products, trust , commercial real estate and treasury management .… more
- First Horizon Bank (Raleigh, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... knowledge of all state and federal laws and regulations related to Consumer, Trust , and Commercial Compliance to be leveraged as part of other testing… more
- First Horizon Bank (Hickory, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... detail. The Trust Client Specialist will assist Trust Officers in the administration and management ...Preparation of various forms under the guidance of the Trust Officer . + Processing various cash transactions… more
- PNC (Raleigh, NC)
- …significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration ... for developing client solutions and strategies, including lending, investment management , estate/retirement planning and trust administration. PNC Private… more
- First Horizon Bank (Hickory, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... Credit Officer , Chief Credit Officer and Chief Operations Officer . Create/Prepare Commitment Letter with Management supervision + Finalize any required… more
- First Horizon Bank (Raleigh, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... established limits or refer loan to RM or Credit Officer for further approval/override as provided by Policy. +...measures for the Bank. + Works closely with senior management , RMs, PMs, Credit Risk, Compliance and Internal Audit… more