- First State Bank (Denton, TX)
- …excellent customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective ... create value for our shareholders. Our Core Values are Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees perform their daily job… more
- Regions Bank (Houston, TX)
- …(8) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School ... services industry experience preferably in commercial or consumer banking, trust investment or wealth management ...commercial or consumer banking, trust investment or wealth management **Skills and Competencies** + Advanced… more
- CIBC (Houston, TX)
- …management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic ... and formal networks to grow CIBC's presence in the wealth management space. + Establish and maintain...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- Regions Bank (Dallas, TX)
- …the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an ... individual in the trust department and/or the trust department as a group, relieving them of clerical, administrative and business detail. **Primary… more
- JPMorgan Chase (Dallas, TX)
- …productivity and delivering "best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor ... The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive… more
- JPMorgan Chase (Dallas, TX)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with...trust account relationships New Business + Partnering with Wealth Advisors with respect to the vetting and pricing… more
- JPMorgan Chase (Fort Worth, TX)
- …is an opportunity to leverage your expertise and make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a ... Join our team as a Trust & Estate Operations Insurance Officer, where you... & Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and… more
- First Horizon Bank (Dallas, TX)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... clients to new ideas and concepts relative to financing alternatives, balance sheet management , risk and treasury management . * Participate in trade associations… more
- Nuveen Investments (Dallas, TX)
- …This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as ... Level** 8PL **Required Qualifications** + Minimum 5 years of experience in wealth management or financial services + FINRA registrations: Series 7 and either… more
- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... ongoing talent development for regional fiduciary team. + Provides management and guidance through effective communication related to carrying...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more