- 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 ... and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Wells Fargo (Purchase, NY)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells ... 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
- 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 ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking ... opportunities to grow and retain business. The Business Banking Officer will be assigned a group of branches within...start-up and SBA loans. + Coordinates loan closings with Relationship Managers. + Actively manages client portfolio as assigned… more
- M&T Bank (New York, NY)
- …discretion. + Serve as the primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: On-site Commercial Relationship Officer - Business Banking Business Banking NYM Responsible for ... consistent with the objectives of the Bank + Confidently build effective, trust -based relationships with clients by listening and uncovering their needs to gain… 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
- Bank of America (New York, NY)
- Treasury Sales Officer II Chicago, Illinois;New York, New York; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Treasury-Sales- Officer -II\_25031352-1) **Job Description:** At Bank of America, each day… more
- City of New York (New York, NY)
- …health, integrity, and effectiveness of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers, and build a more just, ... beneficiaries and the City of New York. The Investment Officer will assist in overseeing the Public Equity allocation,...the investment manager due diligence process - Monitoring and relationship management of a portion of the portfolio of… more
- New York Genome Center (New York, NY)
- The Chief Financial Officer (CFO) is a critical position who serves as the New York Genome Center's financial leader, responsible for the organization's overall ... administration, and facilities. Reporting directly to the Scientific Director and Chief Executive Officer (CEO), the CFO is a crucial member of the Center's senior… more
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